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 ASHLAND STORAGE PA LLCReal Estate Fund · Last reported Aug 17, 2026$5.02MGross asset value

Form D fundraising filings

Altera Ashland Storage PA, LLC

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

Auditor AGL CPA GROUP LLC DULUTH, 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

AGL CPA GROUP LLC
PCAOB 3488

Fund details & source

Fund ID: 805-4682308653
Reported beneficial owners: 31
Minimum commitment: $100K
Form D file number: 021-431225

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 EXTENDED STAY DEVELOPMENT LLCReal Estate Fund · Last reported Aug 17, 2026$4.29MGross asset value

Form D fundraising filings

Altera Extended Stay Development, 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: 805-2182825404
Reported beneficial owners: 31
Minimum commitment: $100K
Form D file number: 021-451505

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 ST. LOUIS STORAGE PA LLCReal Estate Fund · Last reported Aug 17, 2026$4.21MGross asset value

Form D fundraising filings

Altera St. Louis Storage 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: 805-6832968111
Reported beneficial owners: 20
Minimum commitment: $100K
Form D file number: 021-414875

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 ROSE PA, LLCReal Estate Fund · Last reported Aug 17, 2026$3.92MGross asset value

Form D fundraising filings

Altera Rose PA 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 AMERIS BANK ATLANTA, Georgia, United States Related to adviser: No

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: 805-3629495453
Reported beneficial owners: 23
Minimum commitment: $100K
Form D file number: 021-364784

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 GROWTH EQUITY I LLCPrivate Equity Fund · Last reported Aug 17, 2026$3.68MGross asset value

Form D fundraising filings

Altera Growth Equity I LLC

Fund administrator CARTA INVESTOR SERVICES HAMILTON, New Jersey, 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: 805-9409991578
Reported beneficial owners: 53
Minimum commitment: $100K
Form D file number: 021-404307

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 5 LLCReal Estate Fund · Last reported Aug 17, 2026$2.42MGross asset value

Form D fundraising filings

Altera Storage Fund 5, 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: 805-3136054856
Reported beneficial owners: 14
Minimum commitment: $250K
Form D file number: 021-569252

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 CO-INVESTMENT FUND LLCPrivate Equity Fund · Last reported Aug 17, 2026$2.25MGross asset value

Form D fundraising filings

Altera Co-Investment 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: 805-8588758856
Reported beneficial owners: 4
Minimum commitment: $250K
Form D file number: 021-590578

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.