Data / Investment advisers / Georgia / Altera Private Access, LLC
Altera Private Access, LLC, Atlanta, GA: $562 million AUM, SEC registered investment adviser
Altera Private Access, LLC is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $562 million in regulatory assets under management in its Form ADV filed August 17, 2026. Its clients include pooled investment vehicles. It is paid through fixed fees, performance based fees and other fees. It advises 52 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 287467
- SEC file number
- 801-110427
- SEC status
- Approved, effective April 21, 2017
- Main office
- 3550 Peachtree Rd Ne Suite 260, Atlanta, GA 30326
- Phone
- (404) 537-2759
- Regulatory AUM
- $562,434,994 in the Form ADV filed August 17, 2026
- Discretionary AUM
- $562,434,994
- Accounts
- 52
- Employees
- 13, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- fixed fees, performance based fees, other fees
- Private funds
- 52: 20 private equity funds, 20 real estate funds, 8 venture capital funds, 4 other private funds
- Gross assets of private funds
- $562,434,994
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 52 | $562.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| September 1, 2026 | $562.4 million | August 17, 2026 |
| April 1, 2026 | $519.1 million | March 26, 2026 |
| December 1, 2025 | $479.1 million | July 29, 2025 |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sherrill & Hutchins Financial Advisory Inc | Atlanta | $623.7 million | Not listed | adviserinfo.sec.gov |
| Arcapita Investment Management US Inc. | Atlanta | $607.3 million | 8 | adviserinfo.sec.gov |
| Persium Advisors, LLC | Atlanta | $583.6 million | Not listed | adviserinfo.sec.gov |
| Epg Wealth Management LLC | Atlanta | $579.1 million | Not listed | adviserinfo.sec.gov |
| Domain Timber Advisors, LLC | Atlanta | $575.9 million | Not listed | adviserinfo.sec.gov |
| Novapoint Capital LLC | Atlanta | $536.2 million | Not listed | adviserinfo.sec.gov |
| Financial Innovations, LLC | Atlanta | $535.2 million | Not listed | adviserinfo.sec.gov |
| Sardis Group, LLC | Atlanta | $531.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Altera Private Access, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.