|
⚲
|
| Keyboard |
| Altera Private Access LLC
✚
|
|
|---|---|
| CRD # | 287467 |
| SEC # | 801-110427 |
| CIK # | |
| AUM | 519.1 M (2026-05-26) |
| Employees | 13 (31% Investors, 0% Brokers) |
| Phone | 404-537-2759 |
| Address | 3550 Peachtree Rd NE Atlanta, GA 30326 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (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 | 51 | 519.1 |
| (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 | 51 | 519.1 |
| By Discretionary | ||
| Discretionary | 51 | 519.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 51 | 519.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 519.1 | |
| Total | 51 | 519.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Chadd Evans | 60 | 4 | ||
| Altera Private Access LLC | 51 | 3 | ||
| Mitch Reiner | 45 | 3 | ||
| Justin Wrighteakes | 39 | 3 | ||
| David Fershteyn | 23 | 2 | ||
| Altera Heritage Partners PA GP LLC | 2 | 2 | ||
| Altera Big Blue PA GP LLC | 2 | 1 | ||
| Illuminarium Access PA GP LLC | 2 | 1 | ||
| Altera Midwest Partners PA GP LLC | 1 | 1 | ||
| Altera Storage Fund 5 GP LLC | 1 | 1 | ||
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity, Real Estate |
| Related People Network |
|---|
| 53 people file Form D offerings alongside this firm's people, tied to 2 other firms through shared filers. |
| Related Firms | State | AUM |
|---|---|---|
|
Capital Investment Advisors LLC
✚
|
GA | 8.2 B |
|
Altera Private Access LLC
✚
|
GA | 500.0 M |
|
Wela Strategies Inc
✚
|
GA |
| Comparable Firms | State | AUM |
|---|---|---|
|
OPTO Investment Management LLC
✚
|
NY | 565.4 M |
|
Impact Investment Adviser LLC
✚
|
CA | 558.5 M |
|
CRG Fund Manager LLC
✚
|
IL | 516.9 M |
|
Canam Capital Management LLC
✚
|
NY | 513.3 M |
|
Blacksand Capital LLC
✚
|
HI | 506.3 M |
|
Quantum Advisers LLC
✚
|
TX | 490.6 M |
|
10 East Partners LLC
✚
|
NY | 490.3 M |
|
Hillcrest Credit and Income Fund II Manager LLC
✚
|
NY | 490.0 M |
|
TOF Manager LLC
✚
|
OH | 474.6 M |
|
Sharpvue Capital LLC
✚
|
NC | 465.2 M |