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| Happy Holidays!! thanks for using AUM13F!! |
| Alera Group Inc
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| CRD # | 109673 |
| SEC # | 801-65944 |
| CIK # | |
| AUM | $27.8 B (2025-06-30) |
| Employees | 22 (50% Investors, 0% Brokers) |
| Phone | 612-230-3000 |
| Address | 50 South Sixth Street Minneapolis, MN 55402 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 88 | 0.0 |
| (b) Individuals (high net worth individuals) | 47 | 1.8 |
| (c) Banking or thrift institutions | 1 | 0.1 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 166 | 24.0 |
| (h) Charitable organizations | 4 | 0.1 |
| (i) State or municipal government entities | 30 | 1.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 25 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 363 | 27.8 |
| By Discretionary | ||
| Discretionary | 146 | 1.2 |
| Non-Discretionary | 217 | 26.7 |
| Total | 363 | 27.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 27.8 | |
| Total | 363 | 27.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Envestnet Portfolio Solutions Inc
✚
|
IL | 29.3 |
|
Wasatch Advisors LP
✚
|
UT | 27.9 |
|
Prudent Man Advisors LLC
✚
|
IL | 27.8 |
|
Tidal Investments LLC
✚
|
WI | 27.3 |
|
Ameritas Investment Partners Inc
✚
|
NE | 27.2 |
|
Brandes Investment Partners LP
✚
|
CA | 26.7 |
|
SmartX Advisory Solutions LLC
✚
|
FL | 26.5 |
|
PNC Investments LLC
✚
|
PA | 26.5 |
|
Valic Financial Advisors Inc
✚
|
TX | 26.4 |
|
Government Portfolio Advisors LLC
✚
|
OR | 25.9 |