AdvisorCensus / Financial advisors / Georgia / Atlanta / Altera Private Access, LLC
Altera Private Access, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 17, 2026.
Quick answers
From the filingHow is Altera Private Access, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Altera Private Access, LLC reports these compensation arrangements: fixed fees (other than subscription fees); performance-based fees; other.
Where is Altera Private Access, LLC located?
Altera Private Access, LLC's principal office is in Atlanta, GA, according to its Form ADV.
Is Altera Private Access, LLC registered with the SEC or a state?
Altera Private Access, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 287467.
How much does Altera Private Access, LLC manage?
Altera Private Access, LLC reports $562,434,994 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (100% discretionary).
How have Altera Private Access, LLC's assets and staff changed since 2021?
In the Form ADV data for Altera Private Access, LLC: Regulatory assets under management: $67,122,167 in the October 2021 data and $562,434,994 in the October 2026 data, up 738%. Total employees: 10 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Altera Private Access, LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (52).
Does Altera Private Access, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/287467
What changed in Altera Private Access, LLC's recent Form ADV filings?
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated August 17, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$562,434,994 as of October 2026, filing dated August 17, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2017 (9 years)
- Employees
- Total: 13. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $562,434,994 | 13 | August 17, 2026 |
| October 2025 | $479,134,594 | 13 | July 29, 2025 |
| October 2024 | $386,969,500 | 14 | September 12, 2024 |
| October 2023 | $295,781,070 | 16 | October 2, 2023 |
| October 2022 | $161,474,279 | 10 | July 28, 2022 |
| October 2021 | $67,122,167 | 10 | July 28, 2021 |
Regulatory assets under management: $67,122,167 in the October 2021 data and $562,434,994 in the October 2026 data, up 738%.
Total employees: 10 in October 2021 and 13 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- June 2026
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Altera Private Access, LLC (CRD 287467): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/altera-private-access-llc-atlanta-ga-287467