Altera Private Access, LLC

RIASEC RegisteredEst. 2017
Total AUM
$562M
Discretionary
$562M
100% of AUM
Avg account
$10.8M
Accounts
52
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 a U.S.-organized limited liability company that registers with the SEC and has been operating since 2017. The firm functions primarily as a manager and sponsor of pooled investment vehicles rather than as a third‑party capital allocator; its business is organized around advising private funds and serving institutional clients. Its product mix and firm classification identify it as a multifaceted fund manager spanning private equity, real estate, and venture capital strategies, with additional activity categorized as other fund provision. Operationally, the firm provides portfolio management for pooled vehicles and acts in sponsor/GP and managing‑member roles for those vehicles. Its fee arrangements include fixed fees and performance‑based fees (plus other fee types listed), consistent with a manager that retains economic alignment with investors through carry or incentive structures. Altera is not flagged as an active ESG investor and is neither a multi‑state adviser nor a pension consultant according to the available details.

Assets & Accounts

Investments & Alternatives

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

    David Fershteyn

    Chief Executive Officer and Managing MemberCRD 6667904

Contacts

1 of 1
  • Chris Dardaman

    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