ALERA INVESTMENT ADVISORS, LLC

HTTP://ALERAINVESTMENTADVISORS.COM DEERFIELD, IL Investment Advisor How do I update this listing?

Alera Investment Advisors is based out of Deerfield. Alera Investment Advisors is a large advisory firm with 988 clients and discretionary assets under management (AUM) of $532,493,407 (Form ADV from 2018-11-01). Their last reported 13F filing for Q4 2018 included $163,778,000 in managed 13F securities and a top 10 holdings concentration of 55.31%. Alera Investment Advisors's largest holding is Vanguard FTSE Developed Markets ETF with shares held of 474,546. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 1.04%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
PARAMETRIC

View Last Form Adv Compilation Report on Record

ALERA INVESTMENT ADVISORS, LLC
THREE PARKWAY NORTH SUITE 500
DEERFIELD IL    60015-2567
Country: United States

Business Phone: (847) 457-3000
Fax: (847) 457-3100
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 73
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 279,564,000
Total Number of Clients: 988
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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ALERA INVESTMENT ADVISORS, LLC

ownership team - last updated 2018-11-01
Name Title Start Date Direct/Indirect % Ownership
BOMMARITO, KRISTA, LYN CHIEF COMPLIANCE OFFICER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALERA INVESTMENT ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2017-09-01
LEVITZ, RICHARD, SCOTT CHIEF EXECUTIVE OFFICER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
GREATER CHICAGO INVESTMENT ADVISORS INC TREASURER direct 1996-04-01
ALERA INVESTMENT ADVISORS, LLC CHIEF EXECUTIVE OFFICER direct 2017-09-01
ALERA GROUP, INC. MANAGING MEMBER / PARENT COMPANY 04/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
ALERA INVESTMENT ADVISORS, LLC MANAGING MEMBER / PARENT COMPANY direct 2017-04-01
GENSTAR CAPITAL PARTNERS VII, L.P. INVESTOR ALERA GROUP, INC. 01/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
ASCENSUS INVESTMENT ADVISORS, LLC SHAREHOLDER indirect 2015-09-01

ALERA INVESTMENT ADVISORS, LLC

ownership team - last updated 2017-11-02
Name Title Start Date Direct/Indirect % Ownership
BOMMARITO, KRISTA, LYN CHIEF COMPLIANCE OFFICER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALERA INVESTMENT ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2017-09-01
LEVITZ, RICHARD, SCOTT CHIEF EXECUTIVE OFFICER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
GREATER CHICAGO INVESTMENT ADVISORS INC TREASURER direct 1996-04-01
ALERA INVESTMENT ADVISORS, LLC CHIEF EXECUTIVE OFFICER direct 2017-09-01
ALERA GROUP, INC. MANAGING MEMBER / PARENT COMPANY 04/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
ALERA INVESTMENT ADVISORS, LLC MANAGING MEMBER / PARENT COMPANY direct 2017-04-01
GENSTAR CAPITAL PARTNERS VII, L.P. INVESTOR ALERA GROUP, INC. 01/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
ASCENSUS INVESTMENT ADVISORS, LLC SHAREHOLDER indirect 2015-09-01

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