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Building 2ALTERA PRIVATE ACCESS, LLC

Map pinATLANTA, GA
Phone404-537-2759
NotebookSEC #801-110427
Total AUM
$519.1M
Employees
13
Clients
51

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3550 PEACHTREE RD NE
SUITE 260
ATLANTA
GA 30326
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
404-537-2759

ReceiptFinancials

Total AUM
$519.1M
Accounts
51
Discretionary
$519.1M
Accounts
51
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
51
AUM
$519.1M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Performance-Based
Other Compensation
PERCENTAGE OF CAPITAL INVESTED

Shield checkCompliance

Disclosures

None reported

State Registrations
GA

HandshakeAffiliates

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Affiliates
Reported 54 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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