RIA Intel›Advisers›Illinois›ALERCE INVESTMENT MANAGEMENT, L.P.

ALERCE INVESTMENT MANAGEMENT, L.P.

Advisory

N·CHICAGO, IL

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$227M
1-Year AUM Growth
-12.8%
3-Year CAGR
-20.6%
Employees
2
Assets Under Management
Total AUM$227M
Discretionary AUM$227M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients23
Team
Total Employees2
Investment Advisers4
Employee Growth (1Y)—
Filing History
Total Filings on Record12
First FilingNov 10, 2016
Latest FilingMar 27, 2026
🔒 Full AUM trend chart and 12 historical filings spanning 10+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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