Altera Value Add RE, LLC is a private investment fund based in Atlanta, Georgia. According to its most recent Form D, filed Mar 17, 2025, it has sold $11,900,000 of interests to 40 investors since its first sale in Mar 2023. The minimum investment it accepts from an outside investor is $200,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Altera Private Access, LLC; David Fershteyn; Altera Value Add RE GP, LLC.
- Total raised
- $11,900,000Cumulative sales reported on Form D
- Investors
- 40
- First sale
- Mar 28, 2023
- Minimum investment
- $200,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Altera Private Access, LLC; David Fershteyn; Altera Value Add RE GP, LLC
- Latest Form D
- Mar 17, 2025
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Altera Value Add RE, LLC
What is the minimum investment for Altera Value Add RE, LLC?
According to its latest Form D, filed Mar 17, 2025, the minimum investment Altera Value Add RE, LLC accepts from an outside investor is $200,000.
Who can invest in Altera Value Add RE, LLC?
Altera Value Add RE, LLC is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Altera Value Add RE, LLC raised?
Altera Value Add RE, LLC reports $11,900,000 sold from 40 investors on its Form D filed Mar 17, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Altera Value Add RE, LLC based?
Altera Value Add RE, LLC is based in Atlanta, Georgia and is managed by Altera Private Access, LLC.
When did Altera Value Add RE, LLC launch?
Altera Value Add RE, LLC reports its first sale in Mar 2023, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every private investment fund
Raised more than 50% of the 236 private investment funds based in Georgia, and more than 44% of all 10,255 that report sales.