The Firm
Building Enduring Private Market Portfolios For Investors
At Altera, we provide investors access to investment strategies that we believe are fundamentally sound. Investors that work with Altera can build private portfolios consisting of 5 – 20+ underlying sponsors, hundreds of underlying operating assets, real assets and private loans across various geographies.
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.
Who We Are
Altera is an alternative investment firm dedicated to lower middle market private investments. We make investments that traditional institutional allocators either do not or cannot. Our investments seek to deliver enhanced returns, greater diversification and less volatility. We work with both emerging and established fund managers and independent sponsors – we often act as a highly meaningful limited partner and secure better investment terms on behalf of our investors. Just over the last few years, we have partnered with many sponsors and invested hundreds of millions of dollars across various private equity, real asset and private credit strategies.
Altera’s people and sponsor relationships are our biggest strength – they drive our competitive advantage. They enable us to deliver differentiated investment opportunities to our ultra high net worth investors, wealth management firms and family offices.
Our Mission
At Altera, we look to build enduring private market portfolios. We leverage our scale to give our investors access to institutional quality private offerings that historically were not designed for ultra high net worth investors. Whether in times of stability or volatility, in good markets or bad, there are always strategic opportunities for those with the skills and talent to see what others do not. 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
- We build trust with each other, our investors, our business partners, and our community
- We do the right thing in every situation – never compromising our ethics
- We reward creativity and challenge norms to maintain our competitive advantage
- We pursue excellence through the tenacity and passion of our team
- We care.
Our Team
Altera is led by a team of financial professionals who understand the private investment needs of individual investors, family offices, and wealth 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 are dynamic, move with conviction, and have the required discipline to capture opportunities that less equipped investors miss.
