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ALTERA PRIVATE ACCESS, LLC
CRD 287467File 801-110427
APPROVED
Custody
Filing as of Aug 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$562.4M
Above cohort median (national)
Discretionary AUM
$562.4M
Clients
52
52 accounts
Employees
13
Above cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Apr 21, 2017
- Principal office
- 3550 PEACHTREE RD NE, SUITE 260, ATLANTA, GA, 30326
- Phone
- 404-537-2759
- Website
- https://alteraprivate.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $562.4M
- Discretionary AUM
- $562.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 52
- Non-discretionary accounts
- 0
- Total accounts
- 52
- AUM per client
- $10.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 52 | $562.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — PERCENTAGE OF CAPITAL INVESTED
- Performance-based fees
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 12, 2026 | Clients | 51 | 52 | increased by1 |
| Aug 12, 2026 | AUM | $519,059,357 | $562,434,994 | increased by$43,375,637 |
| Aug 12, 2026 | Accounts | 51 | 52 | increased by1 |
| Apr 1, 2026 | Clients | 48 | 51 | increased by3 |
| Apr 1, 2026 | AUM | $479,134,594 | $519,059,357 | increased by$39,924,763 |
| Apr 1, 2026 | Accounts | 48 | 51 | increased by3 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 15 | 13 | decreased by2 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 49 | 48 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $411,838,883 | $479,134,594 | increased by$67,295,711 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 49 | 48 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 15 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 27 | 49 | increased by22 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $161,474,279 | $411,838,883 | increased by$250,364,604 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 27 | 49 | increased by22 |
| Apr 1, 2022 | Clients | 16 | 27 | increased by11 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ALTERA PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALTERA PRIVATE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.