Form D · Private Equity Fund

Altera Ocean Avenue PA, LLC

Atlanta, GA · CIK 0001779727

Offering snapshot reported Jun 14, 2019 · SEC filing

Reported sold
$5.23M
Offering amount: $15M
Investors reported
36
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
May 17, 2019
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
Jun 14, 2019Initial$5,225,000No comparison36SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-341978

Source: Form D, filed Jun 14, 2019. 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 OCEAN AVENUE PA, LLC

Investment adviser: ALTERA PRIVATE ACCESS, LLC

Gross asset value
$9.59M
Beneficial owners
54
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 SS&C FUND SERVICES NEW YORK, New York, 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
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

Filing source

Form ADV 2126386 · Aug 17, 2026 · Schedule D 7.B.(1), fund 805-7496003569

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 Ocean Avenue 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 Parkway, North Tower Suite 1020
Atlanta, GA, 30328