/Companies

Altera Investments

Atlanta, US · Founded 2017 · Georgia LLC

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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.

DFDavid Fershteyn
David FershteynFounder, Managing Partner / CEO & Co-Founder30 Under 30 2025
CACarlos Alcala
Carlos AlcalaChief Financial Officer
AAAnsur Ahmed
Ansur AhmedChief 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.
CE
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.

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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.