Altera Investments
Atlanta, US · Founded 2017 · Georgia LLC
Altera is an alternative investment firm that gives high-net-worth individuals, family offices, and financial advisors access to lower-market private investments across five verticals including SBICs, GP ownership stakes, independent sponsors, co-investments, and tactical specialists. It provides curated offerings, lower investment minimums, and an in-house technology platform (Apex) for portfolio monitoring, cash-flow forecasting, and digital subscription.
Founders & leadership
Altera Investments was founded in 2017 by David Fershteyn.
Reported raises · per SEC filings
Form D private placements$2M disclosed across 1 round · 2019
▶$2MraisedDec 2019 · 6 investors · OtherRule 506(b)
- Chadd EvansDirector
- Offering amount
- $2.5M
- Amount sold
- $2M
- First sale
- Dec 2019
- Incorporated
- Limited Liability Company, Georgia, 2017
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 1
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Frequently asked questions
- What does Altera Investments do?
- Altera is an alternative investment firm that gives high-net-worth individuals, family offices, and financial advisors access to lower-market private investments across five verticals including SBICs, GP ownership stakes, independent sponsors, co-investments, and tactical specialists. It provides curated offerings, lower investment minimums, and an in-house technology platform (Apex) for portfolio monitoring, cash-flow forecasting, and digital subscription.
- Who founded Altera Investments?
- Altera Investments was founded by David Fershteyn in 2017.
- How much funding has Altera Investments raised?
- Altera Investments has disclosed $2M raised across 1 round.
- Where is Altera Investments headquartered?
- Altera Investments is headquartered in Atlanta, US.