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CRD 287467
ATLANTA, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| CHRIS JOHN DARDAMAN | Certified Financial Planner | ATLANTA, GA | 4 | 34 | 2 | no |
| DAVID FERSHTEYN | n/a | ATLANTA, GA | 4 | 13 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| OPC VENTURE FUND I LP | Venture Capital Fund | $32.2M | Oct 7, 2024 | 96 | Oct 14, 2020 | reported | 021-375118 |
| ALTERA GENERAL PARTNER OWNERSHIP FUND LLC | Private Equity Fund | $25.6M | Oct 7, 2024 | 60 | Aug 20, 2024 | reported | 021-509205 |
| ALTERA ASTRA FUND I LLC | Private Equity Fund | $18.9M | Oct 7, 2024 | 34 | Mar 31, 2022 | reported | 021-429847 |
| ALTERA TITAN FUND LLC | Private Equity Fund | $17.5M | Oct 7, 2024 | 56 | Aug 4, 2023 | reported | 021-477620 |
| ALTERA STORAGE FUND 3 PA LLC | Real Estate Fund | $16.1M | Oct 7, 2024 | 62 | Nov 17, 2022 | reported | 021-433989 |
| ALTERA STORAGE FUND 4 LLC | Real Estate Fund | $15.7M | Oct 7, 2024 | 95 | Aug 4, 2023 | reported | 021-469447 |
| ALTERA PRIVATE CREDIT 2 PA LLC | Other Private Fund | $13.7M | Oct 7, 2024 | 46 | Nov 17, 2022 | reported | 021-438177 |
| ALTERA EAGLE FUND LLC | Private Equity Fund | $12.5M | Oct 7, 2024 | 45 | Nov 17, 2022 | reported | 021-451457 |
| ALTERA DEFENSE FUND 2 LLC | Private Equity Fund | $12.4M | Oct 7, 2024 | 48 | Aug 4, 2023 | reported | 021-486304 |
| ALTERA SOUTHERN DAIRIES PA LLC | Real Estate Fund | $12.3M | Oct 7, 2024 | 76 | Mar 31, 2022 | reported | 021-410689 |
| ALTERA OCEAN AVENUE PA, LLC | Private Equity Fund | $11.7M | Oct 7, 2024 | 55 | Feb 11, 2019 | reported | 021-341978 |
| ALTERA IOS FUND LLC | Real Estate Fund | $11.6M | Oct 7, 2024 | 42 | Mar 29, 2024 | reported | 021-497684 |
| ALTERA BATTLE FUND LLC | Private Equity Fund | $11.3M | Oct 7, 2024 | 50 | Nov 17, 2022 | reported | 021-449271 |
| ALTERA GROWTH EQUITY 2 LLC | Private Equity Fund | $11.2M | Oct 7, 2024 | 36 | Nov 17, 2022 | reported | 021-438066 |
| ALTERA CHATHAM PA, LLC | Other Private Fund | $10.6M | Oct 7, 2024 | 30 | Apr 29, 2020 | reported | 021-353690 |
| ALTERA ASTRA FUND II, LLC | Private Equity Fund | $9.7M | Oct 7, 2024 | 29 | Aug 20, 2024 | reported | 021-509834 |
| ALTERA PRIVATE CREDIT 3 PA LLC | Other Private Fund | $9.2M | Oct 7, 2024 | 41 | Aug 4, 2023 | reported | 021-477546 |
| ALTERA SLT EXTENDED STAY 3 LLC | Real Estate Fund | $8.5M | Oct 7, 2024 | 51 | Nov 17, 2022 | reported | 021-462935 |
| ALTERA SLT EXTENDED STAY LLC | Real Estate Fund | $7.7M | Oct 7, 2024 | 43 | Mar 19, 2021 | reported | 021-393041 |
| ALTERA VALUE ADD RE LLC | Real Estate Fund | $7.4M | Oct 7, 2024 | 27 | Aug 4, 2023 | reported | 021-477554 |
| ALTERA GROWTH EQUITY I LLC | Private Equity Fund | $7.2M | Oct 7, 2024 | 54 | Mar 31, 2022 | reported | 021-404307 |
| ALTERA SLT EXTENDED STAY PA 2 LLC | Real Estate Fund | $7.0M | Oct 7, 2024 | 62 | Mar 31, 2022 | reported | 021-416404 |
| ALTERA BLOCKCHAIN FUND LLC | Venture Capital Fund | $6.8M | Oct 7, 2024 | 45 | Nov 17, 2022 | reported | 021-438969 |
| ALTERA DIVERSIFIED EQUITY CAV I LLC | Private Equity Fund | $6.5M | Oct 7, 2024 | 11 | Mar 31, 2022 | reported | 021-423443 |
| ALTERA SILAS GROWTH FUND LLC | Private Equity Fund | $6.4M | Oct 7, 2024 | 21 | Nov 17, 2022 | reported | 021-460089 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Ahmed, Ansur | CHIEF COMPLIANCE OFFICER | Na | yes | 01/2024 | Jan 5, 2024 | Oct 7, 2024 |
| Alcala, Carlos | CHIEF FINANCIAL OFFICER | Na | yes | 01/2024 | Mar 29, 2024 | Oct 7, 2024 |
| ALTERA INVESTMENTS, LLC | MANAGING MEMBER | E | yes | 01/2018 | Jan 17, 2018 | Oct 7, 2024 |
| ALTERA VENTURES LLC | Member | E | yes | 02/2022 | Nov 17, 2022 | Oct 7, 2024 |
| FERSHTEYN HOLDINGS, LLC | Member | C | yes | 03/2023 | Mar 30, 2023 | Oct 7, 2024 |
| FERSHTEYN, DAVID | CHIEF EXECUTIVE OFFICER | Na | yes | 01/2022 | May 17, 2023 | Oct 7, 2024 |
| FERSHTEYN, DAVID | MANAGING MEMBER | E | yes | 01/2019 | May 17, 2023 | Oct 7, 2024 |
| REINER, MATTHEW, ROSS | TRUSTEE OF MEMBERS | C | yes | 12/2021 | Apr 10, 2017 | Oct 7, 2024 |
| REINER, MITCHELL, BUDDY | TRUSTEE OF MEMBERS | C | yes | 12/2021 | Apr 10, 2017 | Oct 7, 2024 |
| 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 |
| WELA STRATEGIES, INC. | n/a | Former SEC adviser | $256M | N | yes | n/a |
| ALTERA ASHLAND STORAGE PA GP LLC | n/a | n/a | n/a | N | yes | n/a |
| ALTERA ASTRA FUND I GP LLC | n/a | n/a | n/a | N | yes | n/a |
| ALTERA ASTRA FUND II GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| ALTERA BATTLE FUND 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 BLOCKCHAIN FUND 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 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 DEFENSE FUND 2 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 EAGLE FUND GP LLC | n/a | n/a | n/a | N | yes | n/a |
| ALTERA EXTENDED STAY DEVELOPMENT GP 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 GENERAL PARTNER OWNERSHIP FUND GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| ALTERA GOOD GROWTH VENTURE PA GP LLC | n/a | n/a | n/a | N | yes | n/a |
| ALTERA GROWTH EQUITY 2 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 IOS FUND GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| ALTERA KENDALL PARTNERS PA 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, LLC | 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 PRIVATE CREDIT 2 PA GP LLC | n/a | n/a | n/a | N | yes | n/a |
| ALTERA PRIVATE CREDIT 3 PA GP LLC | n/a | n/a | n/a | N | yes | n/a |
| ALTERA PRIVATE INCOME FUND 4 GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| ALTERA PROOF PA 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 SENIOR LIVING 2 GP LLC | n/a | n/a | n/a | N | yes | n/a |
| ALTERA SILAS GROWTH FUND GP LLC | n/a | n/a | n/a | N | yes | n/a |
| ALTERA SLT EXTENDED STAY 3 GP LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 26, 2026 | $519M | $519M | 13 | 4 | 0 | 51 | n/a |
| 2024 | Mar 27, 2025 | $412M | $412M | 15 | 4 | 0 | 48 | n/a |
| 2023 | Mar 29, 2024 | $321M | $321M | 14 | 6 | 0 | 49 | $321M |
| 2022 | Mar 30, 2023 | $271M | $271M | 16 | 6 | 0 | 42 | $271M |
| 2021 | Mar 31, 2022 | $161M | $161M | 10 | 7 | 1 | 27 | $161M |
| 2020 | Mar 19, 2021 | $67.1M | $67.1M | 10 | 7 | 0 | 17 | $72.1M |
| 2019 | Apr 29, 2020 | $51.5M | $51.5M | 10 | 7 | 0 | 12 | $25.0M |
| 2018 | Feb 12, 2019 | $27.4M | $27.4M | 5 | 5 | 0 | 6 | $2.5M |
| 2017 | Jan 17, 2018 | $0 | $0 | 2 | 2 | 0 | 1 | $0 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $562M | $412M | 36.6% | $271M | 27.6% | 13 | 15 | 0 | 0 |