About Us

Finding Differentiated Sources of Return in the Private Markets.

Altera is an investment firm focused on private investments in the lower middle market. We create investment solutions that span across asset classes, strategies, and the full risk-return spectrum. These solutions enable investors to implement private investments into their portfolios.

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Unique Investors

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Years Of Investing
Experience

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Managers Screened
Annually

Transactions Since
Inception

Professionals

Who We Are

Altera is an investment firm dedicated to lower middle market private investments. Our investment solutions cover core asset classes, strategies, and geographies. We are not constrained by any single exposure or investment requirement – our primary objective is to invest in best-in-class fund managers and independent sponsors in the lower middle market.

Altera’s people and sponsor relationships are our biggest strength – they drive our competitive advantage. They enable us to deliver differentiated investment opportunities to registered investment advisors, family offices, and high net worth individuals.

Our Mission

At Altera, we have one simple statement that motivates and guides our broader mission as an investment firm: finding differentiated sources of return in the private markets. We try to live our mission through our work every day by remaining open to new ideas and constantly challenging our assumptions. Our team strives to bring creative thinking to every aspect of our work, from how we source opportunities to how we operate our business.

Our Values

  1. We build trust with each other, our investors, our business partners, and our community
  2. We do the right thing in every situation – never compromising our ethics
  3. We reward creativity and challenge norms to maintain our competitive advantage
  4. We pursue excellence through the tenacity and passion of our team
  5. We care.

Our Team

Altera is led by a team of financial professionals who understand the private investment needs of individual investors, institutions, and portfolio managers. Our team is dedicated to finding attractive risk-adjusted returns in the lower middle market so that our investors can build a more comprehensive portfolio with long-term value creation in mind. We encourage creativity and reward individual ideas, but we work together as a team to create investable opportunities across private equity, real assets, and private credit.