Altera Private Access, LLC

RIASEC RegisteredEst. 2017
Total AUM
$562M
Discretionary
$562M
100% of AUM
Avg account
$10.8M
Accounts
52
Employees
13
Advisory reps
4

Firm details

Headquarters
Atlanta, Georgia
CRD number
287467
Registered since
April 21, 2017
Fee structure
Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Altera Private Access, LLC is a fund manager and sponsor focused on pooled investment vehicles for institutional clients. Registered with the SEC in 2017 and organized as an LLC, the firm operates across private equity, real estate and venture capital strategies and also describes itself as a multifaceted fund manager and provider of other pooled vehicles. Its business model centers on running and managing private funds rather than acting primarily as a capital allocator to outside managers. The firm provides portfolio management for pooled investment vehicles and serves in sponsor and general partner capacities; FINTRX data also lists related industry roles such as investment adviser and accountant for pooled structures. Its client base is institutional, and its compensation arrangements include fixed fees, performance-based fees and other fee components. Altera is not identified as an active ESG investor and is not listed as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Ansur Ahmed

    Chief Compliance OfficerCRD 6682115

  • Carlos Alcala

    Chief Financial OfficerCRD 6681863

  • David Fershteyn

    David Fershteyn

    Chief Executive Officer and Managing MemberCRD 6667904

Contacts

1 of 1
  • Chris Dardaman

    Chris Dardaman

    Managing DirectorCRD 2212568

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
3550 Peachtree Rd Ne
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth