Altera Advisors LLC

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Assets, Funds, Holdings

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Altera Advisors LLC
CRD #308222
SEC #801-118882
CIK #
AUM
Employees 3 (33% Investors, 0% Brokers)
Fees
Minimum
Phone404-551-5071
Address10 Glenlake Parkway
Atlanta, GA 30328
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
2016128402009201420192025
Type Form D Funds Date Sold AUM
PE Altera Diversified Equity CAV I LLC 2021-08-16
RE Altera Diversified Real Estate CAV I LLC 2021-08-16
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 5 17.7
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 6 17.7
By Discretionary
Discretionary 0 0.0
Non-Discretionary 6 17.7
Total 6 17.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 17.7
Total 6 17.7
Firm Profile (Form ADV)
ServesInstitutional, Retail
Fund TypesPrivate Equity, Real Estate
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