DFX Intelligence

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RIA / WealthAdvisor13 years in industry

DAVID FERSHTEYN

Advisor at ALTERA PRIVATE ACCESS, LLC

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:fbda2836-bbdb-7713-2242-82798be88968

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 2
Observed: Feb 1, 2021 to Sep 14, 2026

Across DFX

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

Private Equityidentity

David Fershteyn

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

David Fershteyn

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: ALTERA PRIVATE ACCESS, LLC
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Aug 10, 2017
First registration: Feb 1, 2021
Dual registered: no
IAPD individual key: 6667904

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ALTERA PRIVATE ACCESS, LLC	Asset manager	Feb 22, 2022	n/a	yes	ATLANTA, GA	Current employment
ALTERA ADVISORS, LLC	Former SEC adviser	Feb 1, 2021	Jun 8, 2022	no	ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ALTERA ADVISORS, LLC	ALTERA PRIVATE ACCESS, LLC	Jun 8, 2022	Feb 22, 2022	-106	Channel change	Other

Relationships

Registered with (2)

→ ALTERA PRIVATE ACCESS, LLCRegistered adviserregistration: current employment
Feb 22, 2022 to presentfactForm ADV
→ ALTERA ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 1, 2021 to Jun 8, 2022factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fbda2836-bbdb-7713-2242-82798be88968
First observed: Feb 1, 2021
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed 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.

DAVID FERSHTEYN

Advisor at ALTERA PRIVATE ACCESS, LLC

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:fbda2836-bbdb-7713-2242-82798be88968

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:07 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

ALTERA PRIVATE ACCESS, LLC

Asset manager

Feb 22, 2022

n/a

yes

ATLANTA, GA

Current employment

ALTERA ADVISORS, LLC

Former SEC adviser

Feb 1, 2021

Jun 8, 2022

ATLANTA, GA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

ALTERA ADVISORS, LLC

ALTERA PRIVATE ACCESS, LLC

Jun 8, 2022

Feb 22, 2022

-106

Channel change

Other