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ALEXIS INVESTMENT PARTNERS, LLC
CRD 313394 · SEC 801-121162
CA, United States
Phone
(925) 457-5258
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$206.4M
Discretionary AUM
$206.4M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $1.8M |
| High net worth individuals | 42 | $23.5M |
| Investment companies | 1 | $148.8M |
| Charitable organizations | 6 | $8.9M |
States served
CA, MA, NJ, NY, NC, PA, TX, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD