Overview
Assets Under Management: $162 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 12
Average Client Assets: $0.8 million
Frequently Asked Questions
ALERCE INVESTMENT MANAGEMENT, L.P. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #285746), ALERCE INVESTMENT MANAGEMENT, L.P. is subject to fiduciary duty under federal law.
ALERCE INVESTMENT MANAGEMENT, L.P. is headquartered in CHICAGO, IL.
ALERCE INVESTMENT MANAGEMENT, L.P. serves 12 high-net-worth clients according to their SEC filing dated March 26, 2024. View client details ↓
According to their SEC Form ADV, ALERCE INVESTMENT MANAGEMENT, L.P. offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
ALERCE INVESTMENT MANAGEMENT, L.P. manages $162 million in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, ALERCE INVESTMENT MANAGEMENT, L.P. serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 5.80%
Average Client Assets: $0.8 million
Total Client Accounts: 22
Discretionary Accounts: 22
Regulatory Filings
CRD Number: 285746
Filing ID: 1842494
Last Filing Date: 2024-03-26 19:40:00