Altera Private Access, LLC (Atlanta)

Altera Private Access, LLC is a related adviser based in Atlanta. It manages $27.45 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Georgia.

Altera Private Access provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Altera Private Access: assets under management

The assets under management (AUM) of Altera Private Access, LLC is $27.45 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $27.45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.58 million each.

What kind of clients Altera Private Access serves?

The only and largest group of clients of Altera Private Access is pooled investment vehicles with 6 clients and $27.45 million of assets under management. Among the 1 most similar advisory firms, Altera Private Access has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $27.45 million for 6 clients. None of the firm’s clients are foreign persons or businesses.

Altera Private Access also advises several private funds. Namely, one real estate fund and five private equity funds. The minimum investment commitment required of non-related persons ranges from $50,000 to $100,000.

Careers at Altera Private Access, LLC

The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mitchell Buddy Reiner	Chief compliance officer	1 Apr 2017	Other	4813240
Llc Altera Investments	Managing member	1 Jan 2018	75% - 100%	82-4039600

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Mitchell Buddy Reiner	Member	1 Jan 2001	50% - 75%	4813240
Matthew Ross Reiner	Member	1 Jan 2001	50% - 75%	5688606
Llc Mam	Member	1 Jan 2018	25% - 50%	58-2601830
Llc Evans Equity Management	Member	1 Jan 2018	50% - 75%	82-4038166
Chadd Mclane Evans	Managing member	1 Jan 2018	75% - 100%	6903234

Based in Atlanta

The principal office where Altera Private Access, LLC performs its advisory services is located at 10 Glenlake Parkway, Atlanta, GA 30328, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-531-0018 or by fax 404-531-0010. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.