Alterna Financial, LLC

Overview

Alterna Financial describes itself as a private investment management firm and reports sole or majority ownership of several financial services businesses. It is also identified as the parent company of Alterna Wealth Management and Alterna Capital Management.¹²

Leadership

Robert Konrad serves as President and Chief Executive Officer of Alterna Financial, LLC.²

Services

The firm identifies specialty finance, multi-family office services, and private equity management as its stated business areas.¹

What the firm offers

• Investment management
• Private and alternative investments

Client Focus

Alterna Financial’s multi-family office services support its focus on family office needs. An SEC-filed client relationship summary identifies Socius Family Office, LLC as owned by Alterna Financial, LLC.¹³

Approach

Alterna Financial presents its approach through private investment management and ownership of financial services businesses in which it reports holding sole or majority ownership. Its corporate structure includes Alterna Wealth Management and Alterna Capital Management, and its documented ownership includes Socius Family Office, LLC.¹²³

FAQs

Related resources

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  CorporateVentureCapital.com offers a broader reference point for understanding firms that invest alongside or through operating businesses. Reviewing this directory can help a prospective client distinguish corporate venture capital from private investment management and assess which approach best matches interests in private equity, specialty finance, or alternative investments.

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  These questions give a prospective client a practical starting point for discussions with a multi-family office. They can help a family or business owner ask about investment approach, private and alternative investments, fees, reporting, conflicts, ownership, and the firm's experience serving clients in Florida.

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  Profiles of Aliya Capital Partners LLC, Athlon Family Office, and Aulestia Wealth Management, Inc. provide comparison points within the site's broader set of firms. Reading them can help a Florida family or business owner compare stated services, client focus, and organizational approaches before requesting further information from any firm.

Sources

1. Alterna Financial
2. Alterna Capital Management, Management
3. SEC-filed Client Relationship Summary

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.