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ALTERA PRIVATE ACCESS, LLC

ATLANTA, GA · CRD 287467 · IAPD ↗ · 404-537-2759

$562.4MRegulatory AUM
4Advisory reps
13Employees
0Clients
n/aPlanning clients
52Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — ALTERA PRIVATE ACCESS, LLC crossed $500M in regulatory AUM ($479.1M -> $519.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
38
April 2025 — ALTERA PRIVATE ACCESS, LLC shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.