PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:46 AM ET

Sponsor Check › Sponsor group

P

Perterra

One sponsor team, 4 deal companies · Stamford, CT

Grouped because: 1 shared person, 1 shared management entity, same business address (2 issuers), similar issuer names (4) (automatic match from the filings) · not the same sponsor?

4deal companies
$1.63Breported sold
82investors
37Form D filings
2009–2026active
0new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Sep 25, 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

Perterra is a sponsor group of 4 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, same business address, similar issuer names; automatic match from the filings), filing 37 Form D filings between Mar 2009 and Sep 2026.

What this means One team, 4 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: $1.63B to 82 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (4). Issuers are based in CT (4).

What this means $1.63B raised across the group, about $19.9M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: John D. Hock (4 issuers, executive officer and director) and Altrinsic Global Advisors, LLC (3 issuers, executive officer and promoter, entity).

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

Activity: 0 new offerings in the last 12 months; latest filing Sep 25, 2026.

What this means No new raise filed in the past year.

Adviser registration (Form ADV) on record: ALTRINSIC GLOBAL ADVISORS, LLC.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — none found.

What this means Nothing turned up where we looked (4 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared 37 public filings for Perterra and found 19 differences, 5 worth asking the sponsor about: 4 offerings reported less sold on a later filing than an earlier one; Investor count went down between filings; 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 Perterra has not run yet — it is joining a line of 40,662 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

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

1. Lawsuits

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

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.

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: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

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 Perterra..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (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 Perterra — 5 worth asking about (compared 37 filings on Oct 24, 2026)

Worth asking · Mar 15, 2010 – Oct 2, 2015

4 offerings reported less sold on a later filing than an earlier one

Amount sold went down between filings — PERTERRA GLOBAL EQUITY PORTFOLIO, LP · Amount sold went down between filings — PERTERRA GLOBAL EQUITY PORTFOLIO, LP · Amount sold went down between filings — PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LP · Amount sold went down between filings — PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LP

What this means Amounts sold normally only go up. Ask the sponsor what happened on each.

Form D/A (earlier) · Oct 3, 2014 ↗Form D/A (later) · Oct 2, 2015 ↗PERTERRA GLOBAL EQUITY PORTFOLIO, LP — PartnerFacts page ↗Form D/A (earlier) · Oct 3, 2013 ↗
Sources
Worth asking · Oct 3, 2013 – Oct 3, 2014

Investor count went down between filings — PERTERRA GLOBAL EQUITY PORTFOLIO, LP

The Oct 3, 2013 filing reports 7 investors; the Oct 3, 2014 Form D/A reports 6 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Oct 3, 2013 ↗Form D/A (later) · Oct 3, 2014 ↗PERTERRA GLOBAL EQUITY PORTFOLIO, LP — PartnerFacts page ↗
Sources
Worth asking · Mar 15, 2013 – Mar 14, 2014

Investor count went down between filings — PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LP

The Mar 15, 2013 filing reports 21 investors; the Mar 14, 2014 Form D/A reports 20 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Mar 15, 2013 ↗Form D/A (later) · Mar 14, 2014 ↗PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LP — PartnerFacts page ↗
Sources
Worth asking · Mar 15, 2010 – Mar 15, 2011

Investor count went down between filings — PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LP

The Mar 15, 2010 filing reports 17 investors; the Mar 15, 2011 Form D/A reports 14 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Mar 15, 2010 ↗Form D/A (later) · Mar 15, 2011 ↗PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LP — PartnerFacts page ↗
Sources
Note · May 30, 2013

42 other issuers file from the same address — Altrinsic Emerging Markets Fund, L.P.

The address on file, 8 Sound Shore Drive, Greenwich, CT, is used by 43 issuers in our index across 9 sponsor groups; 42 are outside this group. It is on our registered-agent / shared-office list (55 issuers in 15 unrelated clusters).

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.

Altrinsic Emerging Markets Fund, L.P. — PartnerFacts page ↗EDGAR filer page · Altrinsic Emerging Markets Fund, L.P. ↗
Sources
Note · Apr 1, 2013 – May 30, 2013

Form D filed 59 days after the first sale — Altrinsic Emerging Markets Fund, L.P.

The filing says the first sale was Apr 1, 2013. The Form D was filed May 30, 2013 — 59 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 44 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · May 30, 2013 ↗Altrinsic Emerging Markets Fund, L.P. — PartnerFacts page ↗
Sources
Note · Apr 1, 2013 – May 30, 2013

No amendment in the last 12 months on an offering that may still be open — Altrinsic Emerging Markets Fund, L.P. (latest filing May 30, 2013)

The latest filing for this offering is dated May 30, 2013 (first sale Apr 1, 2013). It reports $50,475,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D · May 30, 2013 ↗Altrinsic Emerging Markets Fund, L.P. — PartnerFacts page ↗
Sources
Note · Nov 1, 2001 – Mar 16, 2009

No amendment in the last 12 months on an offering that may still be open — Altrinsic Global Opportunties Fund L P (latest filing Mar 16, 2009)

The latest filing for this offering is dated Mar 16, 2009 (first sale Nov 1, 2001). It reports $50,015,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Mar 16, 2009 ↗Altrinsic Global Opportunties Fund L P — PartnerFacts page ↗
Sources
Worth asking · Oct 3, 2014 – Mar 16, 2016

4 people are no longer listed on a later amendment

John D. Hock is no longer listed on the Mar 16, 2016 amendment — PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LP · D. Altrinsic Global Advisors, LLC is no longer listed on the Mar 16, 2016 amendment — PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LP · John D. Hock is no longer listed on the Oct 2, 2015 amendment — PERTERRA GLOBAL EQUITY PORTFOLIO, LP · D. Altrinsic Global Advisors, LLC is no longer listed on the Oct 2, 2015 amendment — PERTERRA GLOBAL EQUITY PORTFOLIO, LP

What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.

Form D/A · Mar 16, 2015 ↗Form D/A · Mar 16, 2016 ↗John D. Hock — PartnerFacts page ↗PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LP — PartnerFacts page ↗
Sources
Note · Oct 3, 2016 – Oct 3, 2017

Altrinsic Global Advisors, LLC's role changed at PERTERRA GLOBAL EQUITY PORTFOLIO, LP: executive officer, promoter → executive officer

The Oct 3, 2016 filing lists Altrinsic Global Advisors, LLC as executive officer, promoter; the Oct 3, 2017 Form D/A 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 · Oct 3, 2016 ↗Form D/A · Oct 3, 2017 ↗Altrinsic Global Advisors, LLC — PartnerFacts page ↗PERTERRA GLOBAL EQUITY PORTFOLIO, LP — PartnerFacts page ↗
Sources
Note · Oct 2, 2015 – Oct 3, 2016

Minimum investment changed between filings — PERTERRA GLOBAL EQUITY PORTFOLIO, LP

The Oct 2, 2015 filing lists a minimum of $5,000,000; the Oct 3, 2016 Form D/A lists $0.

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

Form D/A (earlier) · Oct 2, 2015 ↗Form D/A (later) · Oct 3, 2016 ↗PERTERRA GLOBAL EQUITY PORTFOLIO, LP — PartnerFacts page ↗
Sources
Note · Mar 16, 2015 – Mar 16, 2016

Minimum investment changed between filings — PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LP

The Mar 16, 2015 filing lists a minimum of $5,000,000; the Mar 16, 2016 Form D/A lists $0.

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

Form D/A (earlier) · Mar 16, 2015 ↗Form D/A (later) · Mar 16, 2016 ↗PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LP — PartnerFacts page ↗
Sources
Note · Sep 29, 2023 – Sep 27, 2024

Address moved from Greenwich, CT to Stamford, CT — PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LP

The people listed on the Sep 29, 2023 filing give Greenwich, CT; on the Sep 27, 2024 filing they give Stamford, CT.

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 · Sep 29, 2023 ↗Form D/A · Sep 27, 2024 ↗PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LP — PartnerFacts page ↗
Sources
Note · Sep 29, 2023 – Sep 27, 2024

Address moved from Greenwich, CT to Stamford, CT — PERTERRA GLOBAL EQUITY PORTFOLIO, LP

The people listed on the Sep 29, 2023 filing give Greenwich, CT; on the Sep 27, 2024 filing they give Stamford, CT.

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 · Sep 29, 2023 ↗Form D/A · Sep 27, 2024 ↗PERTERRA GLOBAL EQUITY PORTFOLIO, LP — PartnerFacts page ↗
Sources
Note · Mar 16, 2009 – Mar 15, 2010

Address moved from Stamford, CT to Greenwich, CT — PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LP

The people listed on the Mar 16, 2009 filing give Stamford, CT; on the Mar 15, 2010 filing they give Greenwich, CT.

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 · Mar 16, 2009 ↗Form D/A · Mar 15, 2010 ↗PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LP — PartnerFacts page ↗
Sources
Note · May 30, 2013

Address on file is a registered agent / shared office — Altrinsic Emerging Markets Fund, L.P.

The latest filing lists 8 Sound Shore Drive, Greenwich, CT. That address is used by 55 issuers in our index (55 issuers in 15 unrelated clusters).

What this means Many small companies use a registered agent's address — it is legal and common. It means the Form D address is not where the team works. Ask where the business operates and who runs it day to day.

Form D · May 30, 2013 ↗Altrinsic Emerging Markets Fund, L.P. — PartnerFacts page ↗
Sources
Note · Mar 16, 2009 – Sep 25, 2026

Member companies were formed in 2 different states

Delaware (3), De (1) — out of 4 member issuers. The odd ones out: Altrinsic Global Opportunties Fund L P (De).

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.

Perterra — sponsor group page ↗Altrinsic Global Opportunties Fund L P — PartnerFacts page ↗
Sources
Note · Mar 16, 2009 – Sep 25, 2026

Issuer used a different name before — PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LP

SEC records list prior names for this filer: ALTRINSIC INTERNATIONAL EQUITY PORTFOLIO, LP; ALTRINSIC INTERNATIONAL EQUITY PORTFOLIO, L.P.; Altrinsic International Equity Portfolio LP. The current name on file is "PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LP".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

EDGAR filer page ↗PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LP — PartnerFacts page ↗
Sources
Note · Oct 6, 2011 – Sep 25, 2026

Issuer used a different name before — PERTERRA GLOBAL EQUITY PORTFOLIO, LP

SEC records list prior names for this filer: ALTRINSIC GLOBAL EQUITY PORTFOLIO, LP. The current name on file is "PERTERRA GLOBAL EQUITY PORTFOLIO, LP".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

EDGAR filer page ↗PERTERRA GLOBAL EQUITY PORTFOLIO, LP — 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

None reported on 4 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Sep 25, 2026 D/A
PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LP
File 021-80825
$0 (est.)$0 (est.)$0 (est.)
The General Partner receives customary management fees.
None listed on this filingEDGAR ↗
Sep 25, 2026 D/A
PERTERRA GLOBAL EQUITY PORTFOLIO, LP
File 021-166829
$0 (est.)$0 (est.)$0 (est.)
The General Partner receives customary management fees.
None listed on this filingEDGAR ↗
May 30, 2013 D
Altrinsic Emerging Markets Fund, L.P.
File 021-197221
$0$0$0 (est.)
Certain persons named in Item 3 or affiliate(s) thereof may receive payments deemed to be made from the proceeds of the offering, including management fees. The amount of such payments cannot be estimated at this time.
None listed on this filingEDGAR ↗
Mar 16, 2009 D/A
Altrinsic Global Opportunties Fund L P
File 021-70887
$0$0$0 (est.)
The General Partner (or its affiliate) is entitled to receive an annual management fee in an amount equal to a specified percentage of the assets under management.
None listed on this filingEDGAR ↗

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 4 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, 9:34 AM ET

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

Not found in sources searched as of Oct 24, 2026, 9:34 AM ET: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) — last checked Oct 24, 2026, 1:56 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) — last checked Oct 24, 2026, 1:56 AM ET; NYC PLUTO ownership via NYC Open Data (64uk-42ks) — last checked Oct 24, 2026, 1:56 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 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM 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), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026) — 1,031,843 records, loaded Oct 24, 2026, 9:05 AM ET. 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 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); 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), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026); also 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, 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: Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:05 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 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 ↗PI PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LPshared people, shared management entity, same business address, similar issuer namesSTAMFORD, CTPooled Investment Fund19$1,290,907,844
offering Indefinite · similar: $155,000–$5,250,000
45
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2009–2026
EDGAR ↗AG Altrinsic Global Opportunties Fund L Pshared people, similar issuer namesStamford, CTPooled Investment Fund1$50,015,00018$500,0002009–2009
EDGAR ↗PG PERTERRA GLOBAL EQUITY PORTFOLIO, LPshared people, shared management entity, same business address, similar issuer namesSTAMFORD, CTPooled Investment Fund16$259,460,000
offering Indefinite · similar: $155,000–$5,250,000
10
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2011–2026
EDGAR ↗AE Altrinsic Emerging Markets Fund, L.P.shared people, shared management entity, similar issuer namesGREENWICH, CTPooled Investment Fund1$50,475,0009$5,000,0002013–2013

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 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 ↗Sep 25, 2026PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LPD/APooled Investment FundIndefinite$1,290,907,844
EDGAR ↗Sep 25, 2026PERTERRA GLOBAL EQUITY PORTFOLIO, LPD/APooled Investment FundIndefinite$240,450,000
EDGAR ↗Sep 26, 2025PERTERRA GLOBAL EQUITY PORTFOLIO, LPD/APooled Investment FundIndefinite$240,400,000
EDGAR ↗Sep 26, 2025PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LPD/APooled Investment FundIndefinite$1,289,948,989
EDGAR ↗Sep 27, 2024PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LPD/APooled Investment FundIndefinite$1,284,742,989
EDGAR ↗Sep 27, 2024PERTERRA GLOBAL EQUITY PORTFOLIO, LPD/APooled Investment FundIndefinite$240,095,000
EDGAR ↗Sep 29, 2023PERTERRA GLOBAL EQUITY PORTFOLIO, LPD/APooled Investment FundIndefinite$239,745,000
EDGAR ↗Sep 29, 2023PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LPD/APooled Investment FundIndefinite$1,284,100,489
EDGAR ↗Sep 30, 2022PERTERRA GLOBAL EQUITY PORTFOLIO, LPD/APooled Investment FundIndefinite$239,745,000
EDGAR ↗Sep 30, 2022PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LPD/APooled Investment FundIndefinite$1,276,403,189
EDGAR ↗Oct 1, 2021PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LPD/APooled Investment FundIndefinite$1,160,683,189
EDGAR ↗Oct 1, 2021PERTERRA GLOBAL EQUITY PORTFOLIO, LPD/APooled Investment FundIndefinite$239,650,000
EDGAR ↗Oct 2, 2020PERTERRA GLOBAL EQUITY PORTFOLIO, LPD/APooled Investment FundIndefinite$239,575,000
EDGAR ↗Oct 2, 2020PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LPD/APooled Investment FundIndefinite$816,866,189
EDGAR ↗Oct 3, 2019PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LPD/APooled Investment FundIndefinite$767,566,189
EDGAR ↗Oct 3, 2019PERTERRA GLOBAL EQUITY PORTFOLIO, LPD/APooled Investment FundIndefinite$239,525,000
EDGAR ↗Oct 3, 2018PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LPD/APooled Investment FundIndefinite$725,516,189
EDGAR ↗Oct 3, 2018PERTERRA GLOBAL EQUITY PORTFOLIO, LPD/APooled Investment FundIndefinite$239,375,000
EDGAR ↗Oct 3, 2017PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LPD/APooled Investment FundIndefinite$723,503,815
EDGAR ↗Oct 3, 2017PERTERRA GLOBAL EQUITY PORTFOLIO, LPD/APooled Investment FundIndefinite$239,350,000
EDGAR ↗Mar 16, 2017PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LPD/APooled Investment FundIndefinite$701,148,127
EDGAR ↗Oct 3, 2016PERTERRA GLOBAL EQUITY PORTFOLIO, LPD/APooled Investment FundIndefinite$237,039,000
EDGAR ↗Mar 16, 2016PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LPD/APooled Investment FundIndefinite$694,648,127
EDGAR ↗Oct 2, 2015PERTERRA GLOBAL EQUITY PORTFOLIO, LPD/APooled Investment FundIndefinite$235,015,000
EDGAR ↗Mar 16, 2015PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LPD/APooled Investment FundIndefinite$423,138,965
EDGAR ↗Oct 3, 2014PERTERRA GLOBAL EQUITY PORTFOLIO, LPD/APooled Investment FundIndefinite$238,840,000
EDGAR ↗Mar 14, 2014PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LPD/APooled Investment FundIndefinite$358,869,647
EDGAR ↗Oct 3, 2013PERTERRA GLOBAL EQUITY PORTFOLIO, LPD/APooled Investment FundIndefinite$259,460,000
EDGAR ↗May 30, 2013Altrinsic Emerging Markets Fund, L.P.DPooled Investment FundIndefinite$50,475,000
EDGAR ↗Mar 15, 2013PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LPD/APooled Investment FundIndefinite$375,513,086
EDGAR ↗Oct 5, 2012PERTERRA GLOBAL EQUITY PORTFOLIO, LPD/APooled Investment FundIndefinite$235,000,000
EDGAR ↗Mar 15, 2012PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LPD/APooled Investment FundIndefinite$176,869,647
EDGAR ↗Oct 6, 2011PERTERRA GLOBAL EQUITY PORTFOLIO, LPDPooled Investment FundIndefinite$4,600,000
EDGAR ↗Mar 15, 2011PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LPD/APooled Investment FundIndefinite$167,759,920
EDGAR ↗Mar 15, 2010PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LPD/APooled Investment FundIndefinite$230,047,889
EDGAR ↗Mar 16, 2009PERTERRA INTERNATIONAL EQUITY PORTFOLIO, LPD/APooled Investment FundIndefinite$113,457,968
EDGAR ↗Mar 16, 2009Altrinsic Global Opportunties Fund L PD/APooled Investment FundIndefinite$50,015,000

Activity: 0 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 Sep 25, 2026. Industry history, as reported on each offering's latest filing: All 4 offerings reported: Pooled Investment Fund (2009–2013).

People across the group

NameRolesIssuers hereFirst → last listed
JH John D. HockExecutive Officer, Director4Mar 16, 2009 → Mar 16, 2015
AG Altrinsic Global Advisors, LLC entityExecutive Officer, Promoter3May 30, 2013 → Sep 25, 2026

Business registration (state registry / Secretary of State)

None of the 4 issuers has a record in the registries searched.

Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.

Adviser registration (Form ADV)

ALTRINSIC GLOBAL ADVISORS, LLC — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Apr 20, 2004 · SEC file 801-63055 · Main office: STAMFORD, CT · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $12,222,635,867 as reported on Form ADV filed Mar 31, 2026 (Item 5.F(2)(c)) · 30 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): WWW.ALTRINSIC.COM ↗

Item 11 disclosure questions as answered on Form ADV filed Mar 31, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser name, business address on Form ADV = address on Form D · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Perterra 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 Perterra's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #5,916 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

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