Altera Private Access, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 26, 2026, reports $519M in regulatory assets under management, 13 employees, and 51 accounts.
Assets Under Management
$519M
Employees
13
Offices
--
Total Clients
51
Primary office
ATLANTA, GA
3550 PEACHTREE RD NE, SUITE 260, ATLANTA, GA, United States
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Fixed fees
Other fee arrangements
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
51
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$519Mas of March 26, 2026
Discretionary100.0%
$519M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$519M
Total Accounts51
10Y AUM Change+$519M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee4:1
10Y Employee Change+11 (+550.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.