DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Altera Private Access, LLC
Latest filing Aug 17, 2026
First filing on the tape Apr 10, 2017 · 36 filings
SEC status approved since Apr 21, 2017
RAUM
$562M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$281M
derived; firm RAUM over IAPD count
Employees
13
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
52
reported on Schedule D
History
36 filings and snapshots on the tape
RAUM$562M as of Aug 17, 2026
Jan 17, 2018$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)2 as of Aug 17, 2026
Jan 17, 20181 then
Employees (5.A)13 as of Aug 17, 2026
Jan 17, 20182 then
Private funds52 as of Aug 17, 2026
Jan 17, 20181 then
RAUM +37% over the last fiscal year+28% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Aug 17, 2026; every figure names its basis
- RAUM per advisor
- $281MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $10.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 6.5derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +26%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- fixed fees, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$562M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 52reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Chris John DardamanCertified Financial Planner | Atlanta, Ga | Jan 7, 2022 | 34 y | 2 |
| David Fershteyn | Atlanta, Ga | Feb 22, 2022 | 13 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
52 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Opc Venture Fund I LP | Venture Capital Fund | $32.2M | 96 | Oct 14, 2020 |
| Altera General Partner Ownership Fund LLC | Private Equity Fund | $25.6M | 60 | Aug 20, 2024 |
| Altera Astra Fund I LLC | Private Equity Fund | $18.9M | 34 | Mar 31, 2022 |
| Altera Titan Fund LLC | Private Equity Fund | $17.5M | 56 | Aug 4, 2023 |
| Altera Storage Fund 3 Pa LLC | Real Estate Fund | $16.1M | 62 | Nov 17, 2022 |
| Altera Storage Fund 4 LLC | Real Estate Fund | $15.7M | 95 | Aug 4, 2023 |
| Altera Private Credit 2 Pa LLC | Other Private Fund | $13.7M | 46 | Nov 17, 2022 |
| Altera Eagle Fund LLC | Private Equity Fund | $12.5M | 45 | Nov 17, 2022 |
| Altera Defense Fund 2 LLC | Private Equity Fund | $12.4M | 48 | Aug 4, 2023 |
| Altera Southern Dairies Pa LLC | Real Estate Fund | $12.3M | 76 | Mar 31, 2022 |
| Altera Ocean Avenue Pa, LLC | Private Equity Fund | $11.7M | 55 | Feb 11, 2019 |
| Altera Ios Fund LLC | Real Estate Fund | $11.6M | 42 | Mar 29, 2024 |
| Altera Battle Fund LLC | Private Equity Fund | $11.3M | 50 | Nov 17, 2022 |
| Altera Growth Equity 2 LLC | Private Equity Fund | $11.2M | 36 | Nov 17, 2022 |
| Altera Chatham Pa, LLC | Other Private Fund | $10.6M | 30 | Apr 29, 2020 |
| Altera Astra Fund II, LLC | Private Equity Fund | $9.7M | 29 | Aug 20, 2024 |
| Altera Private Credit 3 Pa LLC | Other Private Fund | $9.2M | 41 | Aug 4, 2023 |
| Altera Slt Extended Stay 3 LLC | Real Estate Fund | $8.5M | 51 | Nov 17, 2022 |
| Altera Slt Extended Stay LLC | Real Estate Fund | $7.7M | 43 | Mar 19, 2021 |
| Altera Value Add Re LLC | Real Estate Fund | $7.4M | 27 | Aug 4, 2023 |
| Altera Growth Equity I LLC | Private Equity Fund | $7.2M | 54 | Mar 31, 2022 |
| Altera Slt Extended Stay Pa 2 LLC | Real Estate Fund | $7.0M | 62 | Mar 31, 2022 |
| Altera Blockchain Fund LLC | Venture Capital Fund | $6.8M | 45 | Nov 17, 2022 |
| Altera Diversified Equity Cav I LLC | Private Equity Fund | $6.5M | 11 | Mar 31, 2022 |
| Altera Silas Growth Fund LLC | Private Equity Fund | $6.4M | 21 | Nov 17, 2022 |
| Altera Good Growth Venture Pa LLC | Venture Capital Fund | $5.5M | 21 | Nov 17, 2022 |
| Altera Senior Living 2 LLC | Real Estate Fund | $5.2M | 42 | Nov 17, 2022 |
| Altera Diversified Real Estate Cav I LLC | Real Estate Fund | $5.1M | 8 | Nov 17, 2022 |
| Altera Vision Pa LLC | Private Equity Fund | $5.0M | 39 | Nov 17, 2022 |
| Altera Storage Development 3 LLC | Real Estate Fund | $5.0M | 43 | Nov 17, 2022 |
| Altera Blue Sage Pa, LLC | Private Equity Fund | $4.9M | 29 | Feb 11, 2019 |
| Altera Heritage Partners Pa LLC | Private Equity Fund | $4.8M | 19 | Mar 31, 2022 |
| Altera Midwest Partners Pa LLC | Real Estate Fund | $4.4M | 46 | Mar 31, 2022 |
| Altera Extended Stay Development LLC | Real Estate Fund | $4.2M | 31 | Nov 17, 2022 |
| Altera Kendall Partners Pa LLC | Real Estate Fund | $4.1M | 23 | Nov 17, 2022 |
| Altera Rose Pa, LLC | Real Estate Fund | $3.9M | 24 | Apr 29, 2020 |
| Illuminarium Access Pa, LLC | Venture Capital Fund | $3.8M | 45 | Apr 29, 2020 |
| Altera St. Louis Storage Pa LLC | Real Estate Fund | $3.5M | 20 | Mar 31, 2022 |
| Altera Level 5 Pa, LLC | Private Equity Fund | $3.1M | 4 | Apr 29, 2020 |
| Altera Ashland Storage Pa LLC | Real Estate Fund | $3.0M | 30 | Nov 17, 2022 |
Owners and control persons
Schedule A and B, latest filing
- Ansur Ahmed · Chief Compliance Officercontrolsince 01/2024 · owns less than 5%
- Carlos Alcala · Chief Financial Officercontrolsince 01/2024 · owns less than 5%
- David Fershteyn · Chief Executive Officercontrolsince 01/2022 · owns less than 5%
- David Fershteyn · Managing Membercontrolsince 01/2019 · owns 75% or more of Fershteyn Holdings, LLC
- Ross Matthew Reiner · Trustee Of Memberscontrolsince 12/2021 · owns 25% to 50% of Altera Ventures LLC
- Buddy Mitchell Reiner · Trustee Of Memberscontrolsince 12/2021 · owns 25% to 50% of Altera Ventures LLC
Entity owners
- Altera Investments, LLC · Managing Memberdirect · owns 75% or more
- Altera Ventures LLC · Memberindirect · owns 75% or more of Altera Investments, LLC
- Fershteyn Holdings, LLC · Memberindirect · owns 25% to 50% of Altera Ventures LLC
Related persons
Schedule D 7.A
- Altera Ashland Storage Pa Gp LLCpooled vehicle sponsorn
- Altera Astra Fund I Gp LLCpooled vehicle sponsorn
- Altera Astra Fund II Gp, LLCpooled vehicle sponsorn
- Altera Battle Fund Gp LLCpooled vehicle sponsorn
- Altera Big Blue Pa 2 Gp, LLCpooled vehicle sponsorn
- Altera Big Blue Pa Gp, LLCpooled vehicle sponsorn
- Altera Blockchain Fund Gp LLCpooled vehicle sponsorn
- Altera Blue Sage Pa Gp, LLCpooled vehicle sponsorn
- Altera Boardwalk Ksi Pa Gp, LLCpooled vehicle sponsorn
- Altera Calibogue Pa II Gp, LLCpooled vehicle sponsorn
- Altera Chatham Pa Gp LLCpooled vehicle sponsorn
- Altera Defense Fund 2 Gp LLCpooled vehicle sponsorn
- Altera Diversified Equity Cav I Gp LLCpooled vehicle sponsorn
- Altera Diversified Real Estate Cav I Manager LLCpooled vehicle sponsorn
- Altera Eagle Fund Gp LLCpooled vehicle sponsorn
- Altera Extended Stay Development Gp LLCpooled vehicle sponsorn
- Altera Gem I Pa Gp LLCpooled vehicle sponsorn
- Altera General Partner Ownership Fund Gp, LLCpooled vehicle sponsorn
- Altera Good Growth Venture Pa Gp LLCpooled vehicle sponsorn
- Altera Growth Equity 2 Gp LLCpooled vehicle sponsorn
- Altera Growth Equity I Gp LLCpooled vehicle sponsorn
- Altera Heritage Partners Pa Gp LLCpooled vehicle sponsorn
- Altera Hungry Harvest Pa 2 Gp LLCpooled vehicle sponsorn
- Altera Ios Fund Gp, LLCpooled vehicle sponsorn
- Altera Kendall Partners Pa Gp LLCpooled vehicle sponsorn
- Altera Level 5 Pa Gp, LLCpooled vehicle sponsorn
- Altera Midwest Partners Pa Gp LLCpooled vehicle sponsorn
- Altera Ocean Avenue Pa Gp, LLCpooled vehicle sponsorn
- Altera Pa Spv I Gp, LLCpooled vehicle sponsorn
- Altera Private Credit 2 Pa Gp LLCpooled vehicle sponsorn
Advisers that list Altera Private Access, LLC as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Atlanta, Ga · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- many private funds relative to firm sizeStatic outlier · filing Aug 17, 2026private funds per $1B of RAUM of 92.5 against a peer median of 8.9 (463 comparable advisers, 99.0th percentile, 13.9 robust deviations)peers: asset managers, $500M to $1B (463) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 51 to 52May 26, 2026 to Aug 17, 2026
- Pooled vehicle clients · 51 to 52May 26, 2026 to Aug 17, 2026
- Private funds · 51 to 52May 26, 2026 to Aug 17, 2026
- Discretionary RAUM · $519M to $562MMay 26, 2026 to Aug 17, 2026
- Pooled vehicle RAUM · $519M to $562MMay 26, 2026 to Aug 17, 2026
- RAUM · $519M to $562MMay 26, 2026 to Aug 17, 2026
- Accounts · 48 to 51Jan 16, 2026 to Mar 26, 2026
- Pooled vehicle clients · 48 to 51Jan 16, 2026 to Mar 26, 2026
- Private funds · 48 to 51Jan 16, 2026 to Mar 26, 2026
- Discretionary RAUM · $479M to $519MJan 16, 2026 to Mar 26, 2026
- Pooled vehicle RAUM · $479M to $519MJan 16, 2026 to Mar 26, 2026
- RAUM · $479M to $519MJan 16, 2026 to Mar 26, 2026
- Accounts · 49 to 48Mar 27, 2025 to Jul 29, 2025
- Pooled vehicle clients · 49 to 48Mar 27, 2025 to Jul 29, 2025
- Employees · 15 to 13Mar 27, 2025 to Jul 29, 2025
- Financial planning clients · unset to Mar 27, 2025 to Jul 29, 2025
- Discretionary RAUM · $412M to $479MMar 27, 2025 to Jul 29, 2025
- Pooled vehicle RAUM · $412M to $479MMar 27, 2025 to Jul 29, 2025
- RAUM · $412M to $479MMar 27, 2025 to Jul 29, 2025
- Accounts · 51 to 49Oct 7, 2024 to Mar 27, 2025
- Advisory employees · 6 to 4Oct 7, 2024 to Mar 27, 2025
- Pooled vehicle clients · 51 to 49Oct 7, 2024 to Mar 27, 2025
- Employees · 14 to 15Oct 7, 2024 to Mar 27, 2025
- Insurance-licensed employees · 0 to 1Oct 7, 2024 to Mar 27, 2025
- Private funds · 51 to 48Oct 7, 2024 to Mar 27, 2025
- Discretionary RAUM · $387M to $412MOct 7, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $387M to $412MOct 7, 2024 to Mar 27, 2025
- RAUM · $387M to $412MOct 7, 2024 to Mar 27, 2025
- Accounts · 49 to 51Mar 29, 2024 to Aug 20, 2024
- Pooled vehicle clients · 49 to 51Mar 29, 2024 to Aug 20, 2024
- Private funds · 49 to 51Mar 29, 2024 to Aug 20, 2024
- Discretionary RAUM · $321M to $387MMar 29, 2024 to Aug 20, 2024
- Pooled vehicle RAUM · $321M to $387MMar 29, 2024 to Aug 20, 2024
- RAUM · $321M to $387MMar 29, 2024 to Aug 20, 2024
- Accounts · 47 to 49Jan 5, 2024 to Mar 29, 2024
- Pooled vehicle clients · 47 to 49Jan 5, 2024 to Mar 29, 2024
- Employees · 16 to 14Jan 5, 2024 to Mar 29, 2024
- Insurance-licensed employees · 1 to 0Jan 5, 2024 to Mar 29, 2024
- State-registered IARs · 3 to 2Jan 5, 2024 to Mar 29, 2024
- Private funds · 47 to 49Jan 5, 2024 to Mar 29, 2024
Signals
10 dated events
- Buddy Mitchell Reiner (Trustee Of Members) appeared on Schedule A of Altera Private Access, LlcSep 12, 2024 · Control person joined · fact
- Ross Matthew Reiner (Trustee Of Members) appeared on Schedule A of Altera Private Access, LlcSep 12, 2024 · Control person joined · fact
- Carlos Alcala (Chief Financial Officer) appeared on Schedule A of Altera Private Access, LlcMar 29, 2024 · Control person joined · fact
- Mitchell Buddy Reiner no longer registered at Altera Private Access, Llc; no later IA registration on IAPDJan 18, 2024 · Advisor departure · fact
- Ansur Ahmed (Chief Compliance Officer) appeared on Schedule A of Altera Private Access, LlcJan 5, 2024 · Control person joined · fact
- David Fershteyn (Chief Executive Officer) appeared on Schedule A of Altera Private Access, LlcMay 17, 2023 · Control person joined · fact
- Altera Private Access, Llc reported RAUM $267.6M, up 66% from $161.5M (2022-07-28 to 2022-11-17)Nov 17, 2022 · RAUM change · derived
- Ross Matthew Reiner (Member) no longer on Schedule A of Altera Private Access, Llc (listed 2021-07-28, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- Mclane Chadd Evans (Managing Member) no longer on Schedule A of Altera Private Access, Llc (listed 2021-07-28, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- Reiner Moss Private Access, Llc filed its initial SEC registration (Form ADV)Apr 10, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Altera Private Access, LLC · Independent Sponsorsshared crd · capital_provider
- Altera Private Access, LLC · Private Equityshared crd · organization
- Altera Private Access, LLC · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/altera-investmentsreportedpublic record, Form ADV, Sep 18, 2026
- Website
- alteraprivate.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 404-537-2759reportedpublic record, Form ADV, Aug 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $281Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Altera Private Access, LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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