{ "crd_number": 287467, "slug": "altera-private-access-llc-atlanta-ga-287467", "primary_business_name": "ALTERA PRIVATE ACCESS, LLC", "legal_name": "ALTERA PRIVATE ACCESS, LLC", "dbas": [], "city": "Atlanta", "state": "GA", "country": "United States", "cbsa_code": "12060", "metro": { "cbsa_code": "12060", "common_name": "Atlanta", "msa_name": "Atlanta-Sandy Springs-Roswell, GA", "path": "/advisors/ga/atlanta" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2017-04-21", "years_registered": 9, "period": "2026-10-01", "filing_date": "2026-08-17", "carried_forward": false, "raum_total": 562434994.0, "raum_discretionary": 562434994.0, "raum_non_discretionary": 0.0, "raum_band": "500m_1b", "raum_band_label": "$500 million to $1 billion", "total_employees": 13, "advisory_employees": 4, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 562434994.0, "count": 52 } }, "compensation_types": [ "fixed", "other", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "GA" ], "websites": [ "https://alteraprivate.com", "https://linkedin.com/company/altera-investments" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/287467", "city_as_filed": "ATLANTA", "url": "https://advisorcensus.com/firm/altera-private-access-llc-atlanta-ga-287467", "display_name": "Altera Private Access, LLC", "summary": "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.", "citation": "AdvisorCensus. Altera Private Access, LLC (CRD 287467): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "Fixed fees (other than subscription fees)", "Performance-based fees", "Other" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Altera Private Access, LLC compensated?", "a": "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." }, { "q": "Where is Altera Private Access, LLC located?", "a": "Altera Private Access, LLC's principal office is in Atlanta, GA, according to its Form ADV." }, { "q": "Is Altera Private Access, LLC registered with the SEC or a state?", "a": "Altera Private Access, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 287467." }, { "q": "How much does Altera Private Access, LLC manage?", "a": "Altera Private Access, LLC reports $562,434,994 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (100% discretionary)." }, { "q": "How have Altera Private Access, LLC's assets and staff changed since 2021?", "a": "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." }, { "q": "What types of clients does Altera Private Access, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (52)." }, { "q": "Does Altera Private Access, LLC report any disciplinary disclosures?", "a": "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" }, { "q": "What changed in Altera Private Access, LLC's recent Form ADV filings?", "a": "In the June 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 67122167.0, "total_employees": 10, "filing_date": "2021-07-28" }, { "period": "2022-10-01", "regulatory_assets_under_management": 161474279.0, "total_employees": 10, "filing_date": "2022-07-28" }, { "period": "2023-10-01", "regulatory_assets_under_management": 295781070.0, "total_employees": 16, "filing_date": "2023-10-02" }, { "period": "2024-10-01", "regulatory_assets_under_management": 386969500.0, "total_employees": 14, "filing_date": "2024-09-12" }, { "period": "2025-10-01", "regulatory_assets_under_management": 479134594.0, "total_employees": 13, "filing_date": "2025-07-29" }, { "period": "2026-10-01", "regulatory_assets_under_management": 562434994.0, "total_employees": 13, "filing_date": "2026-08-17" } ], "recent_changes": [ { "period": "2026-06-01", "period_label": "June 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/altera-private-access-llc-atlanta-ga-287467.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 52, "fewer_than_5": false, "raum": 562434994.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/287467", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }