# Monterra Advisors

Monterra Advisors is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 338054
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338054

## About

Monterra Advisors, LLC is a state-registered investment adviser in Orlando, FL. The firm manages $4 million in assets, with $706,000 on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### How does Monterra Advisors source proprietary deal flow?

Monterra relies on a network of co-investment relationships with institutional GPs, investment banks, and other family offices. The firm does not operate a public sourcing platform or engage in retail fundraising, meaning deal flow is relationship-driven and limited to its client families.

### What investment stages does Monterra typically target?

Monterra focuses on middle-market companies across private equity, real estate, and infrastructure. The firm tends to prefer established businesses with stable cash flows rather than early-stage venture capital, aligning with its mandate of long-term capital preservation.

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Last updated: 2026-07-06T01:24:21.606Z

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