ALTERA ADVISORS, LLC
CRD #308222 SEC #801-118882 ATLANTA, GA 404-551-5071
SEC Registered
Total AUM
$17.7M
Discretionary
$0
Employees
3
Clients
0
Accounts
6
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Evans, Chadd, McLane | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REINER, MITCHELL, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REINER, MITCHELL, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REINER, MITCHELL, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REINER, MITCHELL, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REINER, MITCHELL, BUDDY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALTERA INVESTMENTS, LLC | DE | MANAGING MEMBER | E | Control |
| ALTERA INVESTMENTS, LLC | DE | MANAGING MEMBER | E | Control |
| ALTERA INVESTMENTS, LLC | DE | MANAGING MEMBER | E | Control |
| ALTERA INVESTMENTS, LLC | DE | MANAGING MEMBER | E | Control |
| ALTERA INVESTMENTS, LLC | DE | MANAGING MEMBER | E | Control |
| ALTERA INVESTMENTS, LLC | DE | MANAGING MEMBER | E | Control |
| LONGSPUR TRUST | DE | MANAGING MEMBER | B | Control |
| LONGSPUR TRUST | DE | MANAGING MEMBER | B | Control |
| LONGSPUR TRUST | DE | MANAGING MEMBER | B | Control |
| LONGSPUR TRUST | DE | MANAGING MEMBER | B | Control |
| LONGSPUR TRUST | DE | MANAGING MEMBER | B | Control |
| Evans, Chadd, McLane | I | MANAGING PARTNER | A | Control |
| Evans, Chadd, McLane | I | MANAGING PARTNER | A | Control |
| Evans, Chadd, McLane | I | MANAGING PARTNER | A | Control |
| Evans, Chadd, McLane | I | MANAGING PARTNER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ALTERA HOLDINGS, LLC | DE | ALTERA INVESTMENTS, LLC | E | Control |
| ALTERA HOLDINGS, LLC | DE | ALTERA INVESTMENTS, LLC | E | Control |
| ALTERA HOLDINGS, LLC | DE | ALTERA INVESTMENTS, LLC | E | Control |
| ALTERA HOLDINGS, LLC | DE | ALTERA INVESTMENTS, LLC | E | Control |
| ALTERA HOLDINGS, LLC | DE | ALTERA INVESTMENTS, LLC | E | Control |
| ALTERA HOLDINGS, LLC | DE | ALTERA INVESTMENTS, LLC | E | Control |
| Batchelor, Brian | I | LONGSPUR TRUST | E | Control |
| Batchelor, Brian | I | LONGSPUR TRUST | E | Control |
| Batchelor, Brian | I | LONGSPUR TRUST | E | Control |
| Batchelor, Brian | I | LONGSPUR TRUST | E | Control |
| Batchelor, Brian | I | LONGSPUR TRUST | E | Control |
| Evans, Chadd, McLane | I | EVANS EQUITY MANAGEMENT, LLC | E | Control |
| Evans, Chadd, McLane | I | EVANS EQUITY MANAGEMENT, LLC | E | Control |
| Evans, Chadd, McLane | I | EVANS EQUITY MANAGEMENT, LLC | E | Control |
| Evans, Chadd, McLane | I | EVANS EQUITY MANAGEMENT, LLC | E | Control |
| Evans, Chadd, McLane | I | EVANS EQUITY MANAGEMENT, LLC | E | Control |
| REINER, MATTHEW, ROSS | I | MAM, LLC | D | Control |
| REINER, MATTHEW, ROSS | I | MAM, LLC | D | Control |
| REINER, MATTHEW, ROSS | I | MAM GROUP, LLC | D | Control |
| REINER, MATTHEW, ROSS | I | MAM GROUP, LLC | D | Control |
| REINER, MATTHEW, ROSS | I | MAM GROUP, LLC | D | Control |
| REINER, MITCHELL, BUDDY | I | MAM, LLC | D | Control |
| REINER, MITCHELL, BUDDY | I | MAM, LLC | D | Control |
| REINER, MITCHELL, BUDDY | I | MAM GROUP, LLC | D | Control |
| REINER, MITCHELL, BUDDY | I | MAM GROUP, LLC | D | Control |
| REINER, MITCHELL, BUDDY | I | MAM GROUP, LLC | D | Control |
| REINER, MITCHELL, BUDDY | I | SWAMP RABBIT TRUST | D | Control |
| EVANS EQUITY MANAGEMENT, LLC | DE | ALTERA HOLDINGS, LLC | C | Control |
| EVANS EQUITY MANAGEMENT, LLC | DE | ALTERA HOLDINGS, LLC | C | Control |
| EVANS EQUITY MANAGEMENT, LLC | DE | ALTERA HOLDINGS, LLC | C | Control |
| EVANS EQUITY MANAGEMENT, LLC | DE | ALTERA HOLDINGS, LLC | C | Control |
| EVANS EQUITY MANAGEMENT, LLC | DE | ALTERA HOLDINGS, LLC | C | Control |
| MAM GROUP, LLC | DE | ALTERA HOLDINGS, LLC | C | Control |
| MAM GROUP, LLC | DE | ALTERA HOLDINGS, LLC | C | Control |
| MAM GROUP, LLC | DE | ALTERA HOLDINGS, LLC | C | Control |
| MAM, LLC | DE | ALTERA HOLDINGS, LLC | C | Control |
| MAM, LLC | DE | ALTERA HOLDINGS, LLC | C | Control |
| SWAMP RABBIT TRUST | DE | ALTERA HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Mar 31, 2022 REGISTERED
Notice Filings (1)
GA
Address
10 GLENLAKE PARKWAYNORTH TOWER, SUITE 1020
ATLANTA, GA 30328
United States
Phone: 404-551-5071