Meet Altera
Investing in the Lower
Middle Market.
We build enduring private portfolios by capitalizing the lower middle market.
Altera is an alternative investment firm designed for ultra-high-net-worths, family offices, and wealth management firms. Our investment solutions are institutional quality products for individual investors. We are focused on private equity, real assets, and private credit. Our strategy is unconstrained by industry, sector, or geography.
Firm Committed Capital*
Investors Have Built A
Portfolio With Altera**
Independent RIAs
That Work With Us
Sponsors We Have
Invested In
*Committed capital since inception and as of 9/30/2023.
**Investors that have made at least two Altera investment commitments.
Our Investment Solutions
Flagship Multi-Manager Funds
Diversified fund strategies generally composed of 5 – 10 underlying sponsors. We typically look to back best-in-class managers raising $50M to $750M funds and independent sponsors acquiring assets for less than $100M.
Underlying Exposures
Private Equity
Real Assets
Thematic Opportunities
Typically, single-asset or fund-specific opportunities. Our vast network of lower middle market sponsors gives us access to hard-to-secure allocations. These opportunities span across the risk-return spectrum.
Underlying Exposures
Emerging and Specialty Funds
Independent Sponsor Transactions
Co-Investments
Thematic Opportunities
Typically, single-asset or fund-specific opportunities. Our vast network of lower middle market sponsors gives us access to hard-to-secure allocations. These opportunities span across the risk-return spectrum.
Underlying Exposures
Emerging and Specialty Funds
Independent Sponsor Transactions
Co-Investments
Custom Portfolio Solutions
Custom, white-label funds built for wealth management firms. We equip RIAs with firm-wide investment solutions that are designed to meet their specific mandate and client needs. These solutions provide RIAs differentiated private market capabilities.
White Label Designs
Multi-Asset Class Private Funds (constrained or unconstrained mandates)
Single-Asset Class Private Funds (constrained or unconstrained mandates)
We believe investors should have exposure to differentiated sources of risk and return. Our various business solutions aim to serve the constantly evolving needs of individuals, family offices and wealth management firms.
