ALTERA PRIVATE ACCESS, LLC
C23
CRD 287467·SEC 801-110427·ATLANTA, GA
AUM
$519.1M
$500M-$1B
Est. Revenue
$5.2M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $27.4M
'21 · $51.5M
'22 · $67.1M
'23 · $267.6M
'25 · $479.1M
'26 · $519.1M
'20'26
$27.4M → $519.1M▲ +1791%
Operations
Advisory staff (5-yr trend)
'20 · 5 advisors
'21 · 7 advisors
'22 · 7 advisors
'23 · 7 advisors
'25 · 4 advisors
'26 · 4 advisors
'20'26
5 advisors → 4 advisors▼ -20%
Branches
—
Custodian & Brokerage
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2024-03-252024-03-25 · 0002001140-24-000002
2024-01-032024-01-03 · 0002001140-24-000001
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
10 GLENLAKE PARKWAY NENORTH TOWER, SUITE 1070ATLANTA, GA 30328
Business
10 GLENLAKE PARKWAY NENORTH TOWER, SUITE 1070ATLANTA, GA 30328
Edgar Recent Filings
D/A2024-03-25 · 0002001140-24-000002
D/A2024-01-03 · 0002001140-24-000001