Firm Information

Compensation
Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
49 clients
Average Client Portfolio
$8.4M average
Assets Under Management
$411.8M

Fee Structure

Financial Planning:Investment management only

Altera Private Access enters into different fee arrangements on an investment-by-investment basis, based on the size of the offering and target return profile. Examples of fee types include advisory fees on total committed or contributed capital, annual tech & platform fees, annual investment management fees, one-time closing fees, underwriting fees, and portfolio construction fees. Affiliated general partners may receive a performance-based incentive fee.

Areas of Practice
Investment ManagementAlternative Investments
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Advisor Information

Office location

10 Glenlake Parkway, North Tower, Suite 1070, Atlanta, GA, 30328

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Altera Private Access, LLC
February 2022 - Present · 3 yrs 11 mos
Previous Registrations
Altera Advisors, LLC
February 2021 - June 2022 · 1 yr 4 mos
Barclays Capital INC.Broker
August 2017 - November 2017 · 3 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.
David Fershteyn - Financial Advisor | AdvisorDiscover