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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

ALTERA ADVISORS, LLC

CRD 308222

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7fac9d40-53c2-de6b-ec78-e609ec7a4889

Data as of Mar 31, 2022 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 5
On other graphs: 2
Observed: May 8, 2020 to Mar 31, 2022
6 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Altera Advisors, LLC

Private equity manager · shared crd

Real Estate Fundsidentity

Altera Advisors, LLC

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $17.7MItem 5.F on the latest filing (2022-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $17.7MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 6
Individual clients: 5
Custody, client assets: $17.7M
SEC number: 801-118882
CRD: 308222
Filings on the tape: 6
First filed: May 8, 2020
Latest filed: Mar 31, 2022
Organised: Limited Liability Company, Georgia

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
ALTERA DIVERSIFIED EQUITY CAV I, LLC	Private Equity Fund	$0	Sep 8, 2021	0	Aug 16, 2021	reported	n/a
ALTERA DIVERSIFIED REAL ESTATE CAV I, LLC	Real Estate Fund	$0	Sep 8, 2021	0	Aug 16, 2021	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ALTERA HOLDINGS, LLC	Member	E	yes	12/2019	May 8, 2020	Mar 31, 2022
ALTERA INVESTMENTS, LLC	MANAGING MEMBER	E	yes	03/2020	May 8, 2020	Mar 31, 2022
Batchelor, Brian	Trustee	E	yes	06/2020	Sep 14, 2020	Mar 31, 2022
LONGSPUR TRUST	MANAGING MEMBER	B	yes	06/2020	Sep 14, 2020	Mar 31, 2022
REINER, MITCHELL, BUDDY	CHIEF COMPLIANCE OFFICER	Na	yes	08/2020	May 8, 2020	Mar 31, 2022
REINER, MITCHELL, BUDDY	Member	D	yes	01/2001	May 8, 2020	Mar 31, 2022
SWAMP RABBIT TRUST	Member	C	yes	12/2021	Mar 31, 2022	Mar 31, 2022

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CAPITAL INVESTMENT ADVISORS, LLC	n/a	Independent wealth	$8.2B	N	yes	n/a
ALTERA PRIVATE ACCESS, LLC	n/a	Asset manager	$562M	N	yes	n/a
WELA STRATEGIES, INC.	n/a	Former SEC adviser	$256M	N	yes	n/a
ALTERA ASTRA FUND I GP LLC	n/a	n/a	n/a	N	yes	n/a
ALTERA BIG BLUE PA 2 GP, LLC	n/a	n/a	n/a	N	yes	n/a
ALTERA BIG BLUE PA GP, LLC	n/a	n/a	n/a	N	yes	n/a
ALTERA BLUE SAGE PA GP, LLC	n/a	n/a	n/a	N	yes	n/a
ALTERA BOARDWALK KSI PA GP, LLC	n/a	n/a	n/a	N	yes	n/a
ALTERA BRIGHTON STORAGE PARTNERS GP LLC	n/a	n/a	n/a	N	yes	n/a
ALTERA CALIBOGUE PA II GP, LLC	n/a	n/a	n/a	N	yes	n/a
ALTERA CHATHAM PA GP, LLC	n/a	n/a	n/a	N	yes	n/a
ALTERA DIVERSIFIED EQUITY CAV I GP LLC	n/a	n/a	n/a	N	yes	n/a
ALTERA DIVERSIFIED REAL ESTATE CAV I MANAGER, LLC	n/a	n/a	n/a	N	yes	n/a
ALTERA GEM I PA GP LLC	n/a	n/a	n/a	N	yes	n/a
ALTERA GROWTH EQUITY I GP LLC	n/a	n/a	n/a	N	yes	n/a
ALTERA HERITAGE PARTNERS PA GP LLC	n/a	n/a	n/a	N	yes	n/a
ALTERA HUNGRY HARVEST PA 2 GP, LLC	n/a	n/a	n/a	N	yes	n/a
ALTERA LEVEL 5 PA GP, LLC	n/a	n/a	n/a	N	yes	n/a
ALTERA MIDWEST PARTNERS PA GP LLC	n/a	n/a	n/a	N	yes	n/a
ALTERA OCEAN AVENUE PA GP	n/a	n/a	n/a	N	yes	n/a
ALTERA PA SPV I GP, LLC	n/a	n/a	n/a	N	yes	n/a
ALTERA ROSE PA GP LLC	n/a	n/a	n/a	N	yes	n/a
ALTERA SELF STORAGE PA GP, LLC	n/a	n/a	n/a	N	yes	n/a
ALTERA SLT EXTENDED STAY GP LLC	n/a	n/a	n/a	N	yes	n/a
ALTERA SLT EXTENDED STAY PA 2 GP LLC	n/a	n/a	n/a	N	yes	n/a
ALTERA SOUTHERN DAIRIES PA GP LLC	n/a	n/a	n/a	N	yes	n/a
ALTERA ST. LOUIS STORAGE PA GP LLC	n/a	n/a	n/a	N	yes	n/a
ALTERA STORAGE YIELD PLUS PA GP LLC	n/a	n/a	n/a	N	yes	n/a
CAPITAL ACCOUNTING & TAX, LLC	n/a	n/a	n/a	N	yes	n/a
ILLUMINARIUM ACCESS PA GP LLC	n/a	n/a	n/a	N	yes	n/a
OPC VENTURE FUND I GP LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Mar 31, 2022	$17.7M	$0	3	1	0	n/a	n/a
2020	Mar 19, 2021	$0	$0	7	2	0	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$17.7M	$0	n/a	n/a	n/a	3	7	0	0

Relationships

Affiliated with (3)

→ WELA STRATEGIES, INC.Registered adviserother investment adviser, common control
factForm ADV
→ CAPITAL INVESTMENT ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ ALTERA PRIVATE ACCESS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (6)

← REINER, MITCHELL, BUDDYOwnerMEMBER, ownership code D, individual
May 8, 2020 to presentfactForm ADV
← Batchelor, BrianOwnerTRUSTEE, ownership code E, individual
Sep 14, 2020 to presentfactForm ADV
← ALTERA HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
May 8, 2020 to presentfactForm ADV
← ALTERA INVESTMENTS, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
May 8, 2020 to presentfactForm ADV
← LONGSPUR TRUSTOwnerMANAGING MEMBER, ownership code B, domestic entity
Sep 14, 2020 to presentfactForm ADV
← SWAMP RABBIT TRUSTOwnerMEMBER, ownership code C, domestic entity
Mar 31, 2022 to presentfactForm ADV

Advises (2)

→ ALTERA DIVERSIFIED EQUITY CAV I, LLCPrivate fundPrivate Equity Fund, IA
Aug 16, 2021 to presentfactForm ADV
→ ALTERA DIVERSIFIED REAL ESTATE CAV I, LLCPrivate fundReal Estate Fund, IA
Aug 16, 2021 to presentfactForm ADV

Registered with (4)

← DAVID FERSHTEYNAdvisorregistration: previous registration
Feb 1, 2021 to Jun 8, 2022factForm ADV
← CHRIS JOHN DARDAMANAdvisorregistration: previous registration
Oct 25, 2021 to Jan 13, 2022factForm ADV
← Chadd McLane EvansAdvisorregistration: previous registration
Jul 8, 2020 to Jan 5, 2022factForm ADV
← SUZANNE ROBIN DURBINAdvisorregistration: previous registration
Jul 15, 2021 to Dec 17, 2021factForm ADV

Dated events

Occurred
Mar 31, 2022
Control person left
Ross Matthew Reiner (Member) no longer on Schedule A of Altera Advisors, Llc (listed 2021-09-08, absent 2022-03-31)
Form ADVobserved 3 days ago
Occurred
Mar 31, 2022
Control person left
Mclane Chadd Evans (Managing Member) no longer on Schedule A of Altera Advisors, Llc (listed 2021-09-08, absent 2022-03-31)
Form ADVobserved 3 days ago
Occurred
Jan 5, 2022
Advisor changed firm
Chadd Mclane Evans left Altera Advisors, Llc for Overlay Management, Llc (registered 2023-03-31)
Form ADVobserved 3 days ago
Occurred
Sep 14, 2020
Control person joined
Brian Batchelor (Trustee) appeared on Schedule A of Altera Advisors, Llc
Form ADVobserved 3 days ago
Occurred
May 8, 2020
First Form ADV filing
Altera Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7fac9d40-53c2-de6b-ec78-e609ec7a4889
First observed: May 8, 2020
Last observed: Mar 31, 2022 54 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ALTERA ADVISORS, LLC

CRD 308222

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7fac9d40-53c2-de6b-ec78-e609ec7a4889

Data as of Mar 31, 2022 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:43 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

ALTERA DIVERSIFIED EQUITY CAV I, LLC

Private Equity Fund

Sep 8, 2021

Aug 16, 2021

reported

n/a

ALTERA DIVERSIFIED REAL ESTATE CAV I, LLC

Real Estate Fund

Sep 8, 2021

Aug 16, 2021

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALTERA HOLDINGS, LLC

Member

yes

12/2019

May 8, 2020

Mar 31, 2022

ALTERA INVESTMENTS, LLC

MANAGING MEMBER

yes

03/2020

May 8, 2020

Mar 31, 2022

Batchelor, Brian

Trustee

yes

06/2020

Sep 14, 2020

Mar 31, 2022

LONGSPUR TRUST

MANAGING MEMBER

yes

06/2020

Sep 14, 2020

Mar 31, 2022

REINER, MITCHELL, BUDDY

CHIEF COMPLIANCE OFFICER

yes

08/2020

May 8, 2020

Mar 31, 2022

REINER, MITCHELL, BUDDY

Member

yes

01/2001

May 8, 2020

Mar 31, 2022

SWAMP RABBIT TRUST

Member

yes

12/2021

Mar 31, 2022

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CAPITAL INVESTMENT ADVISORS, LLC

n/a

Independent wealth

$8.2B

yes

n/a

ALTERA PRIVATE ACCESS, LLC

n/a

Asset manager

$562M

yes

n/a

WELA STRATEGIES, INC.

n/a

Former SEC adviser

$256M

yes

n/a

ALTERA ASTRA FUND I GP LLC

n/a

yes

n/a

ALTERA BIG BLUE PA 2 GP, LLC

n/a

yes

n/a

ALTERA BIG BLUE PA GP, LLC

n/a

yes

n/a

ALTERA BLUE SAGE PA GP, LLC

n/a

yes

n/a

ALTERA BOARDWALK KSI PA GP, LLC

n/a

yes

n/a

ALTERA BRIGHTON STORAGE PARTNERS GP LLC

n/a

yes

n/a

ALTERA CALIBOGUE PA II GP, LLC

n/a

yes

n/a

ALTERA CHATHAM PA GP, LLC

n/a

yes

n/a

ALTERA DIVERSIFIED EQUITY CAV I GP LLC

n/a

yes

n/a

ALTERA DIVERSIFIED REAL ESTATE CAV I MANAGER, LLC

n/a

yes

n/a

ALTERA GEM I PA GP LLC

n/a

yes

n/a

ALTERA GROWTH EQUITY I GP LLC

n/a

yes

n/a

ALTERA HERITAGE PARTNERS PA GP LLC

n/a

yes

n/a

ALTERA HUNGRY HARVEST PA 2 GP, LLC

n/a

yes

n/a

ALTERA LEVEL 5 PA GP, LLC

n/a

yes

n/a

ALTERA MIDWEST PARTNERS PA GP LLC

n/a

yes

n/a

ALTERA OCEAN AVENUE PA GP

n/a

yes

n/a

ALTERA PA SPV I GP, LLC

n/a

yes

n/a

ALTERA ROSE PA GP LLC

n/a

yes

n/a

ALTERA SELF STORAGE PA GP, LLC

n/a

yes

n/a

ALTERA SLT EXTENDED STAY GP LLC

n/a

yes

n/a

ALTERA SLT EXTENDED STAY PA 2 GP LLC

n/a

yes

n/a

ALTERA SOUTHERN DAIRIES PA GP LLC

n/a

yes

n/a

ALTERA ST. LOUIS STORAGE PA GP LLC

n/a

yes

n/a

ALTERA STORAGE YIELD PLUS PA GP LLC

n/a

yes

n/a

CAPITAL ACCOUNTING & TAX, LLC

n/a

yes

n/a

ILLUMINARIUM ACCESS PA GP LLC

n/a

yes

n/a

OPC VENTURE FUND I GP LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 31, 2022

$17.7M

n/a

2020

Mar 19, 2021

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$17.7M

n/a