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.

Altera Investments

Atlanta, US · Founded 2017 · Georgia LLC

Find your way into Altera Investments

861 people in our graph share verified history with the Altera Investments team — schools, employers, funds. One of them is your warm intro.

Austin Summersunlockedknows Ansur Ahmed · together at Frisch Capital Partners, LLC (overlapped)

×3knows the team · via The University of Georgia

×8knows the team · via Goldman Sachs

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.

Fintech

Founders & leadership

Altera Investments was founded in 2017 by David Fershteyn.

David FershteynFounder, Managing Partner / CEO & Co-Founder30 Under 30 2025

Carlos AlcalaChief Financial Officer

Ansur Ahmed Chief Compliance OfficerAnsur Ahmed is Chief Compliance Officer at Altera Investments, an alternative investment firm providing private investment access to high-net-worth individuals and institutions. He also serves as a private investments specialist at Capital Investment Advisors, a registered investment advisor.

Chadd EvansControls manager of LLC

Reported raises · per SEC filings

Form D private placements

$2M disclosed across 1 round · 2019

▶$2MraisedDec 2019 · 6 investors · Other

Rule 506(b)

Officers, directors & promoters on the filing

Chadd EvansDirector

Offering amount: $2.5M
Amount sold: $2M
First sale: Dec 2019
Incorporated: Limited Liability Company, Georgia, 2017
Federal exemptions: 06b

Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Competitors · 1

by search overlap

Preqin24 shared keywordsPreqin provides a data and intelligence platform for investment teams, M&A professionals, and corporate development teams to source, evaluate, and value private company investments through integrated asset, fund, and performance data.

Companies competing with Altera Investments for the same Google search keywords, organic and paid, via search-intersection analysis.

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.