# 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.

- CRD: 287467
- Filed as: ALTERA PRIVATE ACCESS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/287467
- AdvisorCensus page: https://advisorcensus.com/firm/altera-private-access-llc-atlanta-ga-287467

## Quick answers

**How 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

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $562,434,994
- Discretionary: $562,434,994
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 52 | $562,434,994 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 13 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alteraprivate.com
- LinkedIn @altera-investments

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $67,122,167 | 10 | July 28, 2021 |
| October 2022 | $161,474,279 | 10 | July 28, 2022 |
| October 2023 | $295,781,070 | 16 | October 2, 2023 |
| October 2024 | $386,969,500 | 14 | September 12, 2024 |
| October 2025 | $479,134,594 | 13 | July 29, 2025 |
| October 2026 | $562,434,994 | 13 | August 17, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Altera Private Access, LLC (CRD 287467): Form ADV filing data as of October 2026.