Altera

About Altera

Altera Investments is an alternative investment firm focused on providing high-net-worth individuals, family offices, and financial advisors access to lower market private investments. The firm aims to help build and manage high-quality private market portfolios through curated offerings and personalized infrastructure, emphasizing capital protection and diversification.

Products & Services

Equity & Credit SBICs:Capital provision to Small Business Investment Company (SBIC) structures, leveraging flexibility and deep understanding.

GP Ownership Stakes:Strategic capital partnership with lower-middle market general partners to build long-lasting franchises.

Independent Sponsors:Long-term equity capital partnership with independent sponsors for unique sourcing advantages.

Co-Investments:Access to co-investment opportunities across various sectors, strategies, geographies, and sponsors via a lower market sponsor ecosystem.

Tactical Specialists:Investments up to $50M alongside sector specialists with competitive advantages for attractive risk-adjusted returns.

Specialties

Lower Market Private Investments Alternative Asset Management Portfolio Diversification Small Business Investment Companies (SBICs) Co-Investments General Partner Stakes Independent Sponsor Partnerships Tactical Sector Investments

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Committed Capital T: - FT: Committed Capital	A: 400000000 MR: - FA: $400M FAN: 400000000	D: 2024-03-21 FD: 2024-03-21	-

Committed Capital Latest

2024-03-21

$400.0M

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

D

David Fershteyn

Cofounder, Altera Investments

LinkedIn (Pro only)

C

Carlos Alcala

Chief Financial Officer

A

Ansur Ahmed

Chief Compliance Officer

A

Abby Wuthrich

Associate

B

Brian Batchelor

Strategic Advisor

C

Chris Dardaman

Managing Director

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Recent News

Altera Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised