Investor Relations


Company Overview

Altera's corporate compliance framework is a set of principles, guidelines and practices that support sustainable financial performance and value creation for our shareholders over the long-term. Our commitment to good corporate governance is integral to our business and reflects not only regulatory requirements, but effective leadership and oversight by our senior management team and Investment Committee.

We regularly conduct calls with limited partners to solicit feedback on our corporate oversight protocols and compliance. We make an effort to incorporate this feedback through enhanced policies, processes and disclosure.

If you are looking for Corporate Responsibility information, please click here.

Compliance & Government Overview

Altera Private Access, LLC is Altera Investment’s Registered Investment Advisor, and is the fiduciary to the funds and investment vehicles sponsored by Altera. Please find our ADV information by clicking here as well as our Business Continuity Plan by clicking here.

Press Releases


September 17, 2020
Our Managing Director, Chadd Evans, is joined by Fran Kinniry (Vanguard) and John Rekenthaler (Morningstar) to discuss the topic: Private equity is coming to wealth management. Is that a good thing?


September 15, 2020
Altera Investments today announced the launch of a new commercial real estate “stressed” loan fund, named Altera Credit Opportunities Fund I, LLC. The new fund will be a tactical fund with a target of $40MM (hard cap of $50MM).


August 5, 2020
Altera Advisors, an affiliated “alternatives-only” advisor, has been launched to address the needs of our family office and institutional relationships, through an SMA-style approach to alternative asset investment management.

Altera Private
Altera Private

Corporate Headquarters
10 Glenlake Pkwy NE,
North Tower, Suite 1020
Atlanta, GA 30328

Contact Information

Altera Private Investor Relations
investor-relations@alteraprivate.com


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