Form D · Other Investment Fund

Altera Storage Fund 5, LLC

Atlanta, GA · CIK 0002104256

Offering snapshot reported Oct 6, 2026 · SEC filing

Reported sold: $3.33M
Investors reported: 15
Minimum accepted: $250K
First sale: Dec 29, 2025

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$2,475,000 → $3,325,000
Reported investors11 → 15

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Oct 6, 2026	Amendment	$3,325,000	$850,000vs Apr 6, 2026	15	SEC filing
Apr 6, 2026	Amendment	$2,475,000	$750,000vs Jan 8, 2026	11	SEC filing
Jan 8, 2026	Initial	$1,725,000	No comparison	9	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-569252

Source: Form D, filed Oct 6, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

ALTERA STORAGE FUND 5 LLC

Investment adviser: ALTERA PRIVATE ACCESS, LLC

Gross asset value: $2.42M
Beneficial owners: 14
ADV minimum commitment: $250K

Reported in Form ADV on Aug 17, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 2126386 · Aug 17, 2026 · Schedule D 7.B.(1), fund 805-3136054856

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
N/A Altera Private Access, Llc	Executive
N/A Altera Storage Fund 5 Gp, Llc	Executive
David Fershteyn	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

3550 Peachtree Road Ne Suite 260
Atlanta, GA, 30326