Valterna AG
Valterna AG is a multi-family office headquartered in Baar, Switzerland. Founded in 2002 as Asset Management Partners within Partners Group and spun out through a 2013 management buyout, it serves entrepreneurial families and institutional investors with...
Valterna AG
Valterna AG is a multi-family office headquartered in Baar, Switzerland. Founded in 2002 as Asset Management Partners within Partners Group and spun out through a 2013 management buyout, it serves entrepreneurial families and institutional investors with discretionary wealth management, advisory and real estate services. The firm’s wealth origin traces back to capital accumulated by Partners Group professionals and their private-market expertise, anchoring its independent, client-focused asset-management platform.
General information
Firm type
Multi Family Office
Year founded
1996
AUM
—
Location
Region
Europe
Country
—
City
Baar
Corporate office
Neuhofstrasse 32
Frequently asked questions
What is Valterna AG?
Valterna AG is a multi family office headquartered in Baar.
When was Valterna AG founded?
Valterna AG was founded in 1996.
Where is Valterna AG headquartered?
Valterna AG is headquartered in Baar, in the Europe region.
What does Altss track for Valterna AG?
Altss maintains an OSINT-verified profile of Valterna AG covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Valterna AG's website?
Valterna AG's public website is valterna.ch. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Valterna AG?
Valterna AG is classified by Altss as a Multi Family Office within the Europe region.
How does Altss source intelligence on Valterna AG?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Valterna AG?
Valterna AG's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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