Assets Under Management
$411.8M
Number of Clients
49
Number of Advisors
2
Average Client AUM
$8.4M
AUM per Advisor
$205.9M
Compensation
Fixed/Hourly
Altera Private Access advises various pooled investment vehicles (Private Investments) operating as private funds. They tailor advisory services to the individual needs of the Client, based on the Client’s outlined investment objectives. Altera Private Access’ focus is on providing advisory services to Clients investing in the lower, lower -middle, and middle markets.
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.
10 Glenlake Parkway, North Tower, Suite 1070, Atlanta, GA, 30328