Altera Investments

Altera Investments

Financial-Services

Atlanta, Georgia
United States
Company Tagline

Building Enduring Private Market Portfolios

Industry Category
Financial-Services
Company Description

Altera Investments is a leading financial services firm dedicated to providing investors access to high-potential private investments. Located at 10 Glenlake Pkwy NE, North Tower, Suite 1070, Atlanta, Georgia 30328, US, Altera specializes in building enduring private market portfolios that cater to ultra-high-net-worth individuals, family offices, and independent wealth management firms.

Altera Investments has built its investment program around the unique opportunities within the lower market, focusing on five distinct investment verticals: Equity & Credit SBICs, GP Ownership Stakes, Independent Sponsors, Co-Investments, and Tactical Specialists. These segments are designed to capture the structural advantages of the lower market, offering investors and advisors exposure to sophisticated private investments that are typically hard to identify, source, and access. Altera’s strategic approach is aimed at providing enhanced returns and diversification for its clients.

With a commitment to excellence and a proven track record, Altera Investments continues to be a trusted partner in the financial services sector. Altera is dedicated to delivering exceptional value and fostering long-term financial success for its investors. We invite the manager of Altera Investments to create a customized and exclusive company showcase and product listing on our platform to further amplify their market presence and reach.

Altera Investments est une société de services financiers de premier plan qui se consacre à donner aux investisseurs accès à des investissements privés à fort potentiel. Située au 10 Glenlake Pkwy NE, North Tower, Suite 1070, Atlanta, Géorgie 30328, États-Unis, Altera est spécialisée dans la construction de portefeuilles de marchés privés durables qui s'adressent aux particuliers fortunés, aux family offices et aux sociétés de gestion de patrimoine indépendantes.

Altera Investments a bâti son programme d'investissement autour des opportunités uniques du marché inférieur, en se concentrant sur cinq secteurs d'investissement distincts : SBIC sur actions et sur crédits, participations dans des GP, commanditaires indépendants, co-investissements et spécialistes tactiques. Ces segments sont conçus pour saisir les avantages structurels du marché inférieur, offrant aux investisseurs et aux conseillers une exposition à des investissements privés sophistiqués qui sont généralement difficiles à identifier, à trouver et à accéder. L'approche stratégique d'Altera vise à offrir des rendements améliorés et une diversification à ses clients.

Forte d'un engagement envers l'excellence et d'une expérience éprouvée, Altera Investments continue d'être un partenaire de confiance dans le secteur des services financiers. Altera se consacre à offrir une valeur exceptionnelle et à favoriser le succès financier à long terme de ses investisseurs. Nous invitons le gestionnaire d'Altera Investments à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'amplifier davantage leur présence sur le marché et leur portée.

Key Personnel / Employees
Hannah Parsons CPA Matthew Sherman Mitch Reiner CFP® Jeff Peller - CFP® CPA PFS CEPA MTAX

Compare Companies Side by Side

Compare Altera Investments with 3 companies in Financial-Services

4 Companies
Comparison Field
Altera Investments
Altera Investments
Main Company
Financial Analysts
Financial Analysts
View Profile
Orpheus Partners
Orpheus Partners
View Profile
MIDDLEFIELD
MIDDLEFIELD
View Profile
Founded Year
1981 2019 1979
Company Size
2-10 2-10 51-200
City
Atlanta, Georgia Raleigh, North Carolina London, England Toronto, Ontario
Country
United States United States United Kingdom Canada
Skills & Keywords Comparing with main company
9 Total Skills
Portfolio Management Alternative Investments Financial Services Investment Management Private Investments Wealth Management Asset Allocation Registered Investment Advisor Finance
4 Total 4 Unique
Unique Skills:
Financial Advisors Generational Transfer of Family Wealth (Tax Friendly) Insurance Services Retirement Income Planning
18 Total 1 Common 17 Unique
Match 11%
Common Skills:
Asset Allocation
Unique Skills:
ESG Investing Fund Selection & Evaluation Infrastructure Investment Opportunities Investment Education & Training Investor Relations Market Entry Assistance +11
29 Total 29 Unique
Unique Skills:
Active Management Advisors Asset Management Closed-End Funds Dividends Energy Funds +23
4
Total Companies
1979
Oldest Founded
3
Countries
58
Unique Skills

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Alternative Company Names

This company is also known as

Altera Investments 阿尔特拉投资 अल्टेरा इन्वेस्टमेंट्स التيرا للاستثمارات Альтера Инвестментс