PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 6:53 AM ET

Sponsor Check › Sponsor group

A

Alterna

One sponsor team, 8 deal companies · Fort Lauderdale, FL

Grouped because: 3 shared people, 1 shared management entity, same business address (6 issuers), similar issuer names (7) (automatic match from the filings) · not the same sponsor?

8deal companies
$97.1Mreported sold
182investors
33Form D filings
2009–2026active
2new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Oct 2, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Alterna is a sponsor group of 8 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, same business address, similar issuer names; automatic match from the filings), filing 33 Form D filings between Jun 2009 and Oct 2026.

What this means One team, 8 deal companies, about 17 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $97.1M to 182 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (4), Investing (2), "Other" (2). Issuers are based in FL (6), PA (2).

What this means $97.1M raised across the group, about $534K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Robert Konrad (8 issuers, executive officer and director), Casey Swercheck (3 issuers, executive officer and director), Alterna Equity Partners, LLC (2 issuers, director, entity), Albert Friedman (2 issuers, executive officer), Christie Andersen (1 issuer, executive officer) and 3 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 2 new offerings in the last 12 months; latest filing Oct 2, 2026.

What this means still raising money this year.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, LA, ME, MO, MS, MT, NASAA, NC, NH, NM, OR, RI, TX, WA), property records (NYC, FL, IL and TX counties) — 3 court cases matching the name listed in Key records below.

What this means 3 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 33 public filings for Alterna and found 19 differences, 5 worth asking the sponsor about: 100% of the money raised went to insiders; 10 other issuers file from the same address; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Alterna has not run yet — it is joining a line of 21,463 names; searches run around the clock at the hosts' allowed rate. Searched so far: 363 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

3 cases: 1 closed (disposition not in docket feed), 2 dismissed

ALTERNA INC v. BEAUTY SYSTEMS GROUP INC closed matched at sponsor-group level (Alterna)
District Court, D. Maine · No. 2:04-mc-00100 · Filed Dec 27, 2004 · Closed Feb 8, 2005
Role of ALTERNA INC: Plaintiff · Outcome: Terminated 2005-02-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in ME (not the issuer's state); filed 2004, issuer incorporated 2009
Alterna Inc v. Beauty Systems Group Inc dismissed matched at sponsor-group level (Alterna)
District Court, C.D. California · No. 2:04-cv-03983 · Filed Jun 4, 2004 · Closed Feb 3, 2005 · Nature of suit: 190 Other contract actions
Role of Alterna Inc: Plaintiff · Outcome: Terminated 2005-02-03 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
exact company name; name has one distinctive word; court in CA (not the issuer's state); filed 2004, issuer incorporated 2009
Alterna Inc v. David Christal Ltd dismissed matched at sponsor-group level (Alterna)
District Court, C.D. California · No. 2:03-cv-01826 · Filed Mar 14, 2003 · Closed Nov 3, 2003 · Nature of suit: 140 Negotiable instruments
Role of Alterna Inc: Plaintiff · Outcome: Terminated 2003-11-03 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
exact company name; name has one distinctive word; court in CA (not the issuer's state); filed 2003, issuer incorporated 2009
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: NV (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Alterna..

State securities regulators: Securities regulators searched (3,318 actions): AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for IA, IN, KS, MI, NE, NV (see docs/state-regulators.md).

3. Bankruptcies

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

19 differences found between the filings for Alterna — 5 worth asking about (compared 33 filings on Oct 24, 2026)

Worth asking · Jun 12, 2009

100% of the money raised went to insiders — ALTERNA TAX CERTIFICATE FUND I LP

The Jun 12, 2009 Form D/A reports $2,500,000 sold and $2,500,000 of the proceeds used for payments to officers, directors or promoters (marked as an estimate). Issuer's note: "Based on percentage of capital contributions.".

What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.

Form D/A · Jun 12, 2009 ↗ALTERNA TAX CERTIFICATE FUND I LP — PartnerFacts page ↗
Sources
Worth asking · Jun 12, 2009

100% of the money raised went to insiders — ALTERNA TAX CERTIFICATE FUND I LP

The Jun 12, 2009 Form D reports $250,000 sold and $250,000 of the proceeds used for payments to officers, directors or promoters (marked as an estimate). Issuer's note: "Based on percentage of capital contributions.".

What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.

Form D · Jun 12, 2009 ↗ALTERNA TAX CERTIFICATE FUND I LP — PartnerFacts page ↗
Sources
Note · Jun 12, 2009

Last filing Jun 12, 2009 with 10% of the target sold — ALTERNA TAX CERTIFICATE FUND I LP

ALTERNA TAX CERTIFICATE FUND I LP (last filing Jun 12, 2009; $2,500,000 sold of $25,000,000). There is no filing in more than two years and the last one reported under half the target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

ALTERNA TAX CERTIFICATE FUND I LP — PartnerFacts page ↗EDGAR filer page ↗
Sources
Worth asking · Oct 2, 2026

10 other issuers file from the same address — 2 member issuers (Alterna Bulk Co-Invest, LLC; Alterna Bulk Co-Invest QP, LLC)

The address on file, 1717 Arch Street, Suite 400, Philadelphia, PA, is used by 12 issuers in our index across 5 sponsor groups; 10 are outside this group. It is not on our registered-agent list, so it may be a shared office or administrator.

What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.

Alterna Bulk Co-Invest, LLC — PartnerFacts page ↗Alterna Bulk Co-Invest QP, LLC — PartnerFacts page ↗EDGAR filer page · Alterna Bulk Co-Invest, LLC ↗
Sources
Worth asking · Jun 27, 2008 – Mar 7, 2022

13 Form Ds were filed more than 15 days after the first sale

Form D filed 265 days after the first sale — Alterna Capital Solutions Income LLC · Form D filed 416 days after the first sale — Alterna Capital Solutions Income LLC · Form D filed 676 days after the first sale — Alterna Capital Solutions Income LLC · Form D filed 712 days after the first sale — Alterna Capital Solutions Income LLC · Form D filed 860 days after the first sale — Alterna Capital Solutions Income LLC · and 8 more

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Form D · Mar 15, 2021 ↗Alterna Capital Solutions Income LLC — PartnerFacts page ↗Form D · Mar 15, 2021 ↗Form D · Mar 15, 2021 ↗
Sources
Note · Jun 27, 2008 – Jun 9, 2023

9 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Alterna Bulk Co-Invest QP, LLC (latest filing Jun 9, 2023) · No amendment in the last 12 months on an offering that may still be open — Alterna Bulk Co-Invest, LLC (latest filing Jun 9, 2023) · No amendment in the last 12 months on an offering that may still be open — Alterna Equity Partners Fund I, L.P. (latest filing May 31, 2023) · No amendment in the last 12 months on an offering that may still be open — ModOp Holdings, LLC (latest filing Mar 7, 2022) · No amendment in the last 12 months on an offering that may still be open — Alterna Capital Solutions Income LLC (latest filing Nov 12, 2021) · and 4 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D/A · Jun 9, 2023 ↗Alterna Bulk Co-Invest QP, LLC — PartnerFacts page ↗Form D/A · Jun 9, 2023 ↗Alterna Bulk Co-Invest, LLC — PartnerFacts page ↗
Sources
Worth asking · Jun 7, 2021 – May 31, 2022

Christie Andersen is no longer listed on the May 31, 2022 amendment — Alterna Equity Partners Fund I, L.P.

Christie Andersen appears on the Jun 7, 2021 Form D/A (executive officer) but not on the May 31, 2022 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D/A · Jun 7, 2021 ↗Form D/A · May 31, 2022 ↗Christie Andersen — PartnerFacts page ↗Alterna Equity Partners Fund I, L.P. — PartnerFacts page ↗
Sources
Note · Jun 9, 2023 – Oct 2, 2026

Robert Konrad's role changed at Alterna Bulk Co-Invest QP, LLC: executive officer, director → executive officer

The Jun 9, 2023 filing lists Robert Konrad as executive officer, director; the Oct 2, 2026 Form D lists executive officer.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D/A · Jun 9, 2023 ↗Form D · Oct 2, 2026 ↗Robert Konrad — PartnerFacts page ↗Alterna Bulk Co-Invest QP, LLC — PartnerFacts page ↗
Sources
Note · Jun 9, 2023 – Oct 2, 2026

Robert Konrad's role changed at Alterna Bulk Co-Invest, LLC: executive officer, director → executive officer

The Jun 9, 2023 filing lists Robert Konrad as executive officer, director; the Oct 2, 2026 Form D lists executive officer.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D/A · Jun 9, 2023 ↗Form D · Oct 2, 2026 ↗Robert Konrad — PartnerFacts page ↗Alterna Bulk Co-Invest, LLC — PartnerFacts page ↗
Sources
Note · Dec 23, 2022 – Jun 9, 2023

Offering amount changed between filings — Alterna Bulk Co-Invest QP, LLC

The Dec 23, 2022 filing says $15,000,000 offered; the Jun 9, 2023 Form D/A says an indefinite amount.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · Dec 23, 2022 ↗Form D/A (later) · Jun 9, 2023 ↗Alterna Bulk Co-Invest QP, LLC — PartnerFacts page ↗
Sources
Note · Dec 23, 2022 – Jun 9, 2023

Offering amount changed between filings — Alterna Bulk Co-Invest, LLC

The Dec 23, 2022 filing says $30,000,000 offered; the Jun 9, 2023 Form D/A says an indefinite amount.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · Dec 23, 2022 ↗Form D/A (later) · Jun 9, 2023 ↗Alterna Bulk Co-Invest, LLC — PartnerFacts page ↗
Sources
Note · May 28, 2021 – Jun 7, 2021

Offering amount changed between filings — Alterna Equity Partners Fund I, L.P.

The May 28, 2021 filing says $100,000 offered; the Jun 7, 2021 Form D/A says $100,000,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · May 28, 2021 ↗Form D/A (later) · Jun 7, 2021 ↗Alterna Equity Partners Fund I, L.P. — PartnerFacts page ↗
Sources
Note · Jun 7, 2021 – May 31, 2022

Minimum investment changed between filings — Alterna Equity Partners Fund I, L.P.

The Jun 7, 2021 filing lists a minimum of $100,000; the May 31, 2022 Form D/A lists $50,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Jun 7, 2021 ↗Form D/A (later) · May 31, 2022 ↗Alterna Equity Partners Fund I, L.P. — PartnerFacts page ↗
Sources
Note · May 28, 2021 – Jun 7, 2021

Minimum investment changed between filings — Alterna Equity Partners Fund I, L.P.

The May 28, 2021 filing lists a minimum of $250,000; the Jun 7, 2021 Form D/A lists $100,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · May 28, 2021 ↗Form D/A (later) · Jun 7, 2021 ↗Alterna Equity Partners Fund I, L.P. — PartnerFacts page ↗
Sources
Note · Jun 12, 2009 – Mar 7, 2022

Robert Konrad is written 2 different ways on the filings

listed as "Robert Konrad" on 32 filings (from Jun 12, 2009), and "Robert L. Konrad, Jr." on the Mar 7, 2022 filing.

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D/A · Jun 12, 2009 ↗Form D · Mar 7, 2022 ↗Robert Konrad — PartnerFacts page ↗
Sources
Note · Jun 12, 2009

Formed in 2009 per the latest filing, but activity is dated 2008 — ALTERNA TAX CERTIFICATE FUND I LP

The issuer's latest filing says it was formed in 2009. The Jun 12, 2009 filing says the first sale was Jun 27, 2008 — before that year.

What this means A company cannot sell before it exists, so one of the two dates is likely a typo on the form. Ask the sponsor for the formation document.

Form D/A · Jun 12, 2009 ↗ALTERNA TAX CERTIFICATE FUND I LP — PartnerFacts page ↗
Sources
Note · Nov 22, 2011 – Aug 17, 2012

Address moved from Fort Lauderdale, FL to Boca Raton, FL — Alterna Tax Certificate Fund II LP

The people listed on the Nov 22, 2011 filing give Fort Lauderdale, FL; on the Aug 17, 2012 filing they give Boca Raton, FL.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Form D/A · Nov 22, 2011 ↗Form D/A · Aug 17, 2012 ↗Alterna Tax Certificate Fund II LP — PartnerFacts page ↗
Sources
Note · Jun 12, 2009 – Oct 2, 2026

Member companies were formed in 2 different states

Delaware (6), Florida (2) — out of 8 member issuers. The odd ones out: Alterna Capital Solutions Income LLC (Florida); Alterna Capital Solutions Equity LLC (Florida).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Alterna — sponsor group page ↗Alterna Capital Solutions Income LLC — PartnerFacts page ↗Alterna Capital Solutions Equity LLC — PartnerFacts page ↗
Sources
Note · Jun 12, 2009 – Oct 2, 2026

Member companies list addresses in 2 different states

FL (6), PA (2).

What this means The same team filing from more than one place can mean an office move or deals held by different entities. Ask where the sponsor actually operates.

Alterna — sponsor group page ↗Alterna Bulk Co-Invest, LLC — PartnerFacts page ↗Alterna Bulk Co-Invest QP, LLC — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

2 of 20 offerings report sales commissions totalling $148,800; 0 report finder's fees; 5 report proceeds to related persons totalling $4,642,000. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 2, 2026 D
Alterna Bulk Co-Invest, LLC
File 021-599792
$0$0$0None listed on this filingEDGAR ↗
Oct 2, 2026 D
Alterna Bulk Co-Invest QP, LLC
File 021-599794
$0$0$0None listed on this filingEDGAR ↗
Jun 9, 2023 D/A
Alterna Bulk Co-Invest, LLC
File 021-468551
$0 (est.)$0$0BAY CREST PARTNERS, LLC BrokerCheck CRD 39944 ↗EDGAR ↗
Jun 9, 2023 D/A
Alterna Bulk Co-Invest QP, LLC
File 021-468553
$0 (est.)$0$0BAY CREST PARTNERS, LLC BrokerCheck CRD 39944 ↗EDGAR ↗
May 31, 2023 D/A
Alterna Equity Partners Fund I, L.P.
File 021-401156
$142,500 (est.)$0$2,000,000 (est.)
Est. mgmt fees payable per year of investment period of the Issuer, based on 2% per annum mgmt fee and aggregate commitments of $100,000,000. Add'l fees are payable for the remainder of Issuer's term as described in the confidential offering materials.
Equus Financial Consulting LLC BrokerCheck CRD 131449 ↗
Stonington Drive Securities LLC BrokerCheck CRD 287876 ↗		EDGAR ↗
Mar 7, 2022 D
ModOp Holdings, LLC
File 021-436147
$0$0$0None listed on this filingEDGAR ↗
Nov 12, 2021 D
Alterna Capital Solutions Income LLC
File 021-420961
$0$0$0None listed on this filingEDGAR ↗
Mar 15, 2021 D
Alterna Capital Solutions Income LLC
File 021-392317
$0$0$0None listed on this filingEDGAR ↗
Mar 15, 2021 D
Alterna Capital Solutions Income LLC
File 021-392318
$0$0$0None listed on this filingEDGAR ↗
Mar 15, 2021 D
Alterna Capital Solutions Income LLC
File 021-392320
$0$0$0None listed on this filingEDGAR ↗
Mar 15, 2021 D
Alterna Capital Solutions Income LLC
File 021-392322
$0$0$0None listed on this filingEDGAR ↗
Mar 15, 2021 D
Alterna Capital Solutions Income LLC
File 021-392326
$0$0$0None listed on this filingEDGAR ↗
Mar 12, 2021 D
Alterna Capital Solutions Income LLC
File 021-392158
$0$0$0None listed on this filingEDGAR ↗
Mar 11, 2021 D
Alterna Capital Solutions Equity LLC
File 021-391986
$0$0$0None listed on this filingEDGAR ↗
Jun 26, 2018 D
Alterna Capital Solutions Income LLC
File 021-315347
$0$0$65,000None listed on this filingEDGAR ↗
Jun 26, 2018 D
Alterna Capital Solutions Equity LLC
File 021-315370
$0$0$12,000 (est.)None listed on this filingEDGAR ↗
Jun 25, 2018 D
Alterna Capital Solutions Income LLC
File 021-315342
$0$0$65,000 (est.)None listed on this filingEDGAR ↗
Jun 7, 2016 D/A
Alterna Tax Certificate Fund II LP
File 021-240334
$0$0$0 (est.)
Customary advisory fees are paid by the issuer to the investment manager as provided in the issuer's offering materials.
None listed on this filingEDGAR ↗
Aug 29, 2013 D/A
Alterna Tax Certificate Fund II LP
File 021-141048
$6,300 (est.)$0 (est.)$0 (est.)
Customary advisory fees are paid by the issuer to the investment manager as provided in the issuer's offering materials.
HEDGECO SECURITIES, LLC BrokerCheck CRD 142498 ↗
Silver Leaf Partners, LLC BrokerCheck CRD 2013082 ↗		EDGAR ↗
Jun 12, 2009 D/A
ALTERNA TAX CERTIFICATE FUND I LP
File 021-131935
$0$0$2,500,000 (est.)
Based on percentage of capital contributions.
None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 8 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 6:52 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Alterna in the sources searched.

Not found in sources searched as of Oct 24, 2026, 6:52 AM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2023–2026) — 432,337 records, loaded Oct 24, 2026, 6:52 AM ET; Dallas County TX (DCAD ownership roll 2026) — 173,688 records, loaded Oct 23, 2026, 8:58 PM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll) — 294,950 records, loaded Oct 23, 2026, 8:58 PM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2023–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership roll 2026); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed). Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, King County WA (loader ready; first load not finished), Cook County IL bulk pass (not finished; per-issuer lookups only so far), New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Harris County Appraisal District real_acct.txt Oct 24, 2026, 6:52 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗AT ALTERNA TAX CERTIFICATE FUND I LPshared people, similar issuer namesFORT LAUDERDALE, FLOther2$2,500,00012No minimum reported2009–2009
EDGAR ↗AT Alterna Tax Certificate Fund II LPshared people, similar issuer namesBoca Raton, FLPooled Investment Fund9$29,000,000
offering Indefinite · similar: $155,000–$5,250,000
44
similar: 4–27
$25,000
similar: $1,000–$100,000
2010–2016
EDGAR ↗AC Alterna Capital Solutions Income LLCshared people, shared management entity, same business address, similar issuer namesDELRAY BEACH, FLInvesting9$4,250,000
offering Indefinite · similar: $763,000–$10,000,000
9
similar: 4–23
No minimum reported
similar: $10,000–$78,388
2018–2021
EDGAR ↗AC Alterna Capital Solutions Equity LLCshared people, shared management entity, same business address, similar issuer namesDELRAY BEACH, FLInvesting2$3,000,000
offering $2,190,000 · similar: $763,000–$10,000,000
14
similar: 4–23
No minimum reported
similar: $10,000–$78,388
2018–2021
EDGAR ↗AE Alterna Equity Partners Fund I, L.P.shared people, same business address, similar issuer namesDELRAY BEACH, FLPooled Investment Fund4$52,354,100
offering $100,000,000 · similar: $155,000–$5,250,000
50
similar: 4–27
$50,000
similar: $1,000–$100,000
2021–2023
EDGAR ↗MH ModOp Holdings, LLCshared people, same business addressDELRAY BEACH, FLOther1$10,412,500
offering $10,625,000 · similar: $500,000–$7,000,000
9
similar: 2–14
$42,500
similar: $5,000–$50,000
2022–2022
EDGAR ↗AB Alterna Bulk Co-Invest, LLCshared people, same business address, similar issuer namesPHILADELPHIA, PAPooled Investment Fund3$49,949,662
offering $10,466,907 · similar: $155,000–$5,250,000
43
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2026
EDGAR ↗AB Alterna Bulk Co-Invest QP, LLCshared people, same business address, similar issuer namesPHILADELPHIA, PAPooled Investment Fund3$24,900,338
offering $4,554,076 · similar: $155,000–$5,250,000
1
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); Investing / 506(b) (2,521 filings); Other / 506(b) (18,678 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Oct 2, 2026Alterna Bulk Co-Invest QP, LLCDPooled Investment Fund$4,554,076$4,554,076
EDGAR ↗Oct 2, 2026Alterna Bulk Co-Invest, LLCDPooled Investment Fund$10,466,907$10,466,907
EDGAR ↗Jun 9, 2023Alterna Bulk Co-Invest QP, LLCD/APooled Investment FundIndefinite$24,900,338
EDGAR ↗Jun 9, 2023Alterna Bulk Co-Invest, LLCD/APooled Investment FundIndefinite$49,949,662
EDGAR ↗May 31, 2023Alterna Equity Partners Fund I, L.P.D/APooled Investment Fund$100,000,000$52,354,100
EDGAR ↗Dec 23, 2022Alterna Bulk Co-Invest QP, LLCDPooled Investment Fund$15,000,000$15,000,000
EDGAR ↗Dec 23, 2022Alterna Bulk Co-Invest, LLCDPooled Investment Fund$30,000,000$30,000,000
EDGAR ↗May 31, 2022Alterna Equity Partners Fund I, L.P.D/APooled Investment Fund$100,000,000$48,500,000
EDGAR ↗Mar 7, 2022ModOp Holdings, LLCDOther$10,625,000$10,412,500
EDGAR ↗Nov 12, 2021Alterna Capital Solutions Income LLCDInvestingIndefinite$4,250,000
EDGAR ↗Jun 7, 2021Alterna Equity Partners Fund I, L.P.D/APooled Investment Fund$100,000,000$0
EDGAR ↗May 28, 2021Alterna Equity Partners Fund I, L.P.DPooled Investment Fund$100,000$0
EDGAR ↗Mar 15, 2021Alterna Capital Solutions Income LLCDInvesting$2,690,000$2,690,000
EDGAR ↗Mar 15, 2021Alterna Capital Solutions Income LLCDInvesting$2,500,000$2,500,000
EDGAR ↗Mar 15, 2021Alterna Capital Solutions Income LLCDInvesting$850,000$850,000
EDGAR ↗Mar 15, 2021Alterna Capital Solutions Income LLCDInvesting$3,250,000$3,250,000
EDGAR ↗Mar 15, 2021Alterna Capital Solutions Income LLCDInvesting$3,250,000$3,250,000
EDGAR ↗Mar 12, 2021Alterna Capital Solutions Income LLCDInvesting$3,000,000$2,650,000
EDGAR ↗Mar 11, 2021Alterna Capital Solutions Equity LLCDInvesting$2,190,000$2,190,000
EDGAR ↗Jun 26, 2018Alterna Capital Solutions Equity LLCDInvesting$3,000,000$3,000,000
EDGAR ↗Jun 26, 2018Alterna Capital Solutions Income LLCDInvesting$4,000,000$4,000,000
EDGAR ↗Jun 25, 2018Alterna Capital Solutions Income LLCDInvesting$4,000,000$4,000,000
EDGAR ↗Jun 7, 2016Alterna Tax Certificate Fund II LPD/APooled Investment FundIndefinite$10,375,000
EDGAR ↗May 21, 2015Alterna Tax Certificate Fund II LPDPooled Investment FundIndefinite$2,625,000
EDGAR ↗Aug 29, 2013Alterna Tax Certificate Fund II LPD/APooled Investment FundIndefinite$29,000,000
EDGAR ↗Aug 29, 2013Alterna Tax Certificate Fund II LPD/APooled Investment FundIndefinite$29,000,000
EDGAR ↗Aug 17, 2012Alterna Tax Certificate Fund II LPD/APooled Investment FundIndefinite$20,000,000
EDGAR ↗Aug 17, 2012Alterna Tax Certificate Fund II LPD/APooled Investment FundIndefinite$20,000,000
EDGAR ↗Nov 22, 2011Alterna Tax Certificate Fund II LPD/APooled Investment FundIndefinite$15,150,000
EDGAR ↗May 18, 2011Alterna Tax Certificate Fund II LPD/APooled Investment FundIndefinite$14,100,000
EDGAR ↗Apr 23, 2010Alterna Tax Certificate Fund II LPDPooled Investment FundIndefinite$0
EDGAR ↗Jun 12, 2009ALTERNA TAX CERTIFICATE FUND I LPD/AOther$25,000,000$2,500,000
EDGAR ↗Jun 12, 2009ALTERNA TAX CERTIFICATE FUND I LPDOther$25,000,000$250,000

Activity: 2 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Oct 2, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: Other (2009), Pooled Investment Fund (2010–2015), Investing (2018–2021), Pooled Investment Fund (2021), Investing (2021), Other (2022). Latest offering: Pooled Investment Fund (2022–2026; most recent Oct 2, 2026).

People across the group

NameRolesIssuers hereFirst → last listed
RK Robert KonradExecutive Officer, Director8Jun 12, 2009 → Oct 2, 2026
CS Casey SwercheckExecutive Officer, Director3Mar 7, 2022 → Oct 2, 2026
AE ALTERNA EQUITY PARTNERS, LLC entityDirector2Jun 25, 2018 → Nov 12, 2021
AF Albert FriedmanExecutive Officer2Jun 12, 2009 → Jun 7, 2016
NP Nora Dylan PanuthosExecutive Officer, Director1May 31, 2022 → May 31, 2023
EB Eric James BertrandDirector1Mar 7, 2022 → Mar 7, 2022
DS Daniel SpeakeDirector1Mar 7, 2022 → Mar 7, 2022
CA Christie AndersenExecutive Officer1May 28, 2021 → Jun 7, 2021

Adviser registration (Form ADV)

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Alterna.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Alterna as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Alterna's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #125,167 of 374,652 in line (561 issuers searched so far). One-tap searches: Look further ↓

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