ALTERA PRIVATE ACCESS, LLC

RIASEC RegisteredEst. 2017
Total AUM
$519M
Discretionary
$519M
100% of AUM
Avg account
$10.2M
Accounts
51
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 an SEC-registered limited liability company, formed in 2017, that operates as a multi-strategy fund manager focused on pooled investment vehicles. The firm serves institutional clients and performs portfolio management for collective investment vehicles while also acting in sponsor/GP and managing-member roles for those vehicles. It is classified across several alternative fund types—private equity, real estate, venture capital and other fund structures—and is organized as a domestic entity with individual ownership characteristics. The firm's commercial model includes a mix of fixed fees, performance-based fees and other fee arrangements. Altera does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not advertise pension consulting services. It is not characterized as a capital allocator in the available data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Ansur Ahmed

    Chief Compliance OfficerCRD 6682115

  • Carlos Alcala

    Chief Financial OfficerCRD 6681863

  • DAVID FERSHTEYN

    Chief Executive Officer and Managing MemberCRD 6667904

Contacts

1 of 1
  • CHRIS DARDAMAN

    Managing DirectorCRD 2212568

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth