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ALERCE INVESTMENT MANAGEMENT, L.P.
CRD 285746 · SEC 801-108686
676 NORTH MICHIGAN AVE., SUITE 4000, CHICAGO, IL, 60611-2895, United States
Phone
312-448-5500
Fax
312-448-5501
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$226.9M
Discretionary AUM
$226.9M
Team
4 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Partnership
Filing date
2026-03-27
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 12 | $5.5M |
| Pooled investment vehicles | 13 | $217.8M |
States served
IL
Official SEC filing: View on IAPD