Form D · Private Equity Fund

Altera Heritage Partners PA, LLC

Atlanta, GA · CIK 0001891740

Offering snapshot reported Nov 3, 2021 · SEC filing

Reported sold
$2.68M
Offering amount: $2.7M
Investors reported
19
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Oct 15, 2021
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 3, 2021Initial$2,680,000No comparison19SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-419629

Source: Form D, filed Nov 3, 2021. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

ALTERA HERITAGE PARTNERS PA LLC

Investment adviser: ALTERA PRIVATE ACCESS, LLC

Gross asset value
$6.91M
Beneficial owners
19
ADV minimum commitment
$100K

Reported in Form ADV on Aug 17, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

AGL CPA GROUP LLC
PCAOB 3488

Filing source

Form ADV 2126386 · Aug 17, 2026 · Schedule D 7.B.(1), fund 805-4914594218

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
N/A Altera Heritage Partners Pa Gp, Llc Executive
N/A Altera Private Access, Llc Executive
Chadd Evans Executive
Mitch Reiner Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
10 Glenlake Pkwy Ne North Tower, Suite 1020
Atlanta, GA, 30328