Investment adviser · CRD 287467

ALTERA PRIVATE ACCESS, LLC

Investment adviser filing (IA)

ATLANTA, GA, United States · Form ADV filed Aug 17, 2026

Regulatory AUM: $562M
Client accounts: 52
Employees: 13
Advisory professionals: 4

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	52	$562,434,994	100.0%

Filing source

Form ADV 2126386 · Aug 17, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

50+ Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

Browse the first 49 funds across 7 pages.

ALTERA STORAGE FUND 4 LLCReal Estate Fund · Last reported Aug 17, 2026$15.5MGross asset value

Form D fundraising filings

Altera Storage Fund 4, LLC

Fund administrator SS&C FUND SERVICES NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BENNETT THRASHER LLP ATLANTA, Georgia, United States

Custodian SILICON VALLEY BANK S, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BENNETT THRASHER LLP
PCAOB 4051

Fund details & source

Fund ID: 805-2817553596
Reported beneficial owners: 95
Minimum commitment: $200K
Form D file number: 021-469447

Form ADV 2126386 · Aug 17, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ALTERA STORAGE FUND 3 PA LLCReal Estate Fund · Last reported Aug 17, 2026$15.4MGross asset value

Form D fundraising filings

Altera Storage Fund 3 PA, LLC

Fund administrator MAPLES GROUP GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BENNETT THRASHER LLP ATLANTA, Georgia, United States

Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BENNETT THRASHER LLP
PCAOB 4051

Fund details & source

Fund ID: 805-9445970785
Reported beneficial owners: 63
Minimum commitment: $100K
Form D file number: 021-433989

Form ADV 2126386 · Aug 17, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ALTERA PRIVATE CREDIT 2 PA LLCOther Private Fund · Last reported Aug 17, 2026$13.9MGross asset value

Form D fundraising filings

Altera Private Credit 2 PA, LLC

Fund administrator MAPLES GROUP GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BENNETT THRASHER LLP ATLANTA, Georgia, United States

Custodian JPMORGAN CHASE BANK N.A. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BENNETT THRASHER LLP
PCAOB 4051

Fund details & source

Fund ID: 805-4733458786
Reported beneficial owners: 46
Minimum commitment: $100K
Form D file number: 021-438177

Form ADV 2126386 · Aug 17, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ALTERA DEFENSE FUND 2 LLCPrivate Equity Fund · Last reported Aug 17, 2026$13MGross asset value

Form D fundraising filings

Altera Defense Fund 2, LLC

Fund administrator SS&C FUND SERVICES NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BENNETT THRASHER LLP ATLANTA, Georgia, United States

Custodian JPMORGAN CHASE BANK N.A. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BENNETT THRASHER LLP
PCAOB 4051

Fund details & source

Fund ID: 805-9741413497
Reported beneficial owners: 48
Minimum commitment: $200K
Form D file number: 021-486304

Form ADV 2126386 · Aug 17, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ALTERA SOUTHERN DAIRIES PA LLCReal Estate Fund · Last reported Aug 17, 2026$12.1MGross asset value

Form D fundraising filings

Altera Southern Dairies PA, LLC

Fund administrator MAPLES GROUP GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BENNETT THRASHER LLP ATLANTA, Georgia, United States

Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BENNETT THRASHER LLP
PCAOB 4051

Fund details & source

Fund ID: 805-7808682208
Reported beneficial owners: 75
Minimum commitment: $100K
Form D file number: 021-410689

Form ADV 2126386 · Aug 17, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ALTERA VALUE ADD RE LLCReal Estate Fund · Last reported Aug 17, 2026$11.3MGross asset value

Form D fundraising filings

Altera Value Add RE, LLC

Fund administrator SS&C FUND SERVICES NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BENNETT THRASHER LLP ATLANTA, Georgia, United States

Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BENNETT THRASHER LLP
PCAOB 4051

Fund details & source

Fund ID: 805-2624541563
Reported beneficial owners: 40
Minimum commitment: $200K
Form D file number: 021-477554

Form ADV 2126386 · Aug 17, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ALTERA PANTHER FUND LLCReal Estate Fund · Last reported Aug 17, 2026$11MGross asset value

Form D fundraising filings

Altera Panther Fund, LLC

Fund administrator SS&C FUND SERVICES NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BENNETT THRASHER LLP ATLANTA, Georgia, United States

Custodian JPMORGAN CHASE BANK N.A. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BENNETT THRASHER LLP
PCAOB 4051

Fund details & source

Fund ID: 805-6925768172
Reported beneficial owners: 39
Minimum commitment: $250K
Form D file number: 021-569265

Form ADV 2126386 · Aug 17, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 17, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Fixed · Performance-based

Principal office

3550 PEACHTREE RD NE, SUITE 260
ATLANTA, GA, 30326, United States

CRD 287467

Filing source

Form ADV 2126386 · Aug 17, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.