Investment adviser · CRD 287467

ALTERA PRIVATE ACCESS, LLC

Investment adviser filing (IA)

ATLANTA, GA, United States · Form ADV filed Aug 17, 2026

Regulatory AUM: $562M
Client accounts: 52
Employees: 13
Advisory professionals: 4

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	52	$562,434,994	100.0%

Filing source

Form ADV 2126386 · Aug 17, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

50+ Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

Browse the first 49 funds across 7 pages.

ALTERA DIVERSIFIED EQUITY CAV I LLCPrivate Equity Fund · Last reported Aug 17, 2026$6.81MGross asset value

Form D fundraising filings

Altera Diversified Equity CAV I, LLC

Fund administrator STRATA FUND SOLUTIONS SALT LAKE CITY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BENNETT THRASHER ATLANTA, Georgia, United States

Custodian JPMORGAN CHASE BANK N.A. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BENNETT THRASHER
PCAOB 4051

Fund details & source

Fund ID: 805-6214111324
Reported beneficial owners: 11
Minimum commitment: $250K
Form D file number: 021-423443

Form ADV 2126386 · Aug 17, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ALTERA STORAGE DEVELOPMENT 3 LLCReal Estate Fund · Last reported Aug 17, 2026$6.55MGross asset value

Form D fundraising filings

Altera Storage Development 3, LLC

Fund administrator MAPLES GROUP GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BENNETT THRASHER LLP ATLANTA, Georgia, United States

Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BENNETT THRASHER LLP
PCAOB 4051

Fund details & source

Fund ID: 805-2003582461
Reported beneficial owners: 43
Minimum commitment: $100K
Form D file number: 021-454167

Form ADV 2126386 · Aug 17, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ALTERA MIDWEST PARTNERS PA LLCReal Estate Fund · Last reported Aug 17, 2026$5.5MGross asset value

Form D fundraising filings

Altera Midwest Partners PA, LLC

Auditor AGL CPA GROUP LLC DULUTH, Georgia, United States

Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

AGL CPA GROUP LLC
PCAOB 3488

Fund details & source

Fund ID: 805-7123619228
Reported beneficial owners: 45
Minimum commitment: $100K
Form D file number: 021-400104

Form ADV 2126386 · Aug 17, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ALTERA BLUE SAGE PA, LLCPrivate Equity Fund · Last reported Aug 17, 2026$5.45MGross asset value

Form D fundraising filings

Altera Blue Sage PA LLC

Fund administrator CARTA INVESTOR SERVICES HAMILTON, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BENNETT THRASHER LLP ATLANTA, Georgia, United States

Custodian AMERIS BANK ATLANTA, Georgia, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BENNETT THRASHER LLP
PCAOB 4051

Fund details & source

Fund ID: 805-6047425904
Reported beneficial owners: 28
Minimum commitment: $100K
Form D file number: 021-325704

Form ADV 2126386 · Aug 17, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ALTERA DIVERSIFIED REAL ESTATE CAV I LLCReal Estate Fund · Last reported Aug 17, 2026$5.27MGross asset value

Form D fundraising filings

Altera Diversified Real Estate CAV I, LLC

Fund administrator STRATA FUND SOLUTIONS LLC SALT LAKE CITY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BENNETT THRASHER LLP ATLANTA, Georgia, United States

Custodian JPMORGAN CHASE BANK N.A. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BENNETT THRASHER LLP
PCAOB 4051

Fund details & source

Fund ID: 805-1685056752
Reported beneficial owners: 8
Minimum commitment: $150K
Form D file number: 021-438267

Form ADV 2126386 · Aug 17, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ALTERA GOOD GROWTH VENTURE PA LLCVenture Capital Fund · Last reported Aug 17, 2026$5.1MGross asset value

Form D fundraising filings

Altera Good Growth Venture PA, LLC

Fund administrator MAPLES GROUP GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BENNETT THRASHER LLP ATLANTA, Georgia, United States

Custodian JPMORGAN CHASE BANK N.A. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BENNETT THRASHER LLP
PCAOB 4051

Fund details & source

Fund ID: 805-7329577230
Reported beneficial owners: 21
Minimum commitment: $100K
Form D file number: 021-433586

Form ADV 2126386 · Aug 17, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ALTERA KENDALL PARTNERS PA LLCReal Estate Fund · Last reported Aug 17, 2026$5.1MGross asset value

Form D fundraising filings

Altera Kendall Partners PA, LLC

Fund administrator MAPLES GROUP GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BENNETT THRASHER LLP ATLANTA, Georgia, United States

Custodian JPMORGAN CHASE BANK N.A. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BENNETT THRASHER LLP
PCAOB 4051

Fund details & source

Fund ID: 805-8288174489
Reported beneficial owners: 23
Minimum commitment: $100K
Form D file number: 021-433572

Form ADV 2126386 · Aug 17, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 17, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Fixed · Performance-based

Principal office

3550 PEACHTREE RD NE, SUITE 260
ATLANTA, GA, 30326, United States

CRD 287467

Filing source

Form ADV 2126386 · Aug 17, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.