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| Alera Investment Advisors LLC
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|---|---|
| CRD # | 287906 |
| SEC # | 801-111892 |
| CIK # | 0001759485 |
| AUM | $5.3 B (2026-03-30) |
| Employees | 107 (63% Investors, 43% Brokers) |
| Phone | 847-457-3000 |
| Address | Three Parkway North Deerfield, IL 60015-2567 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001759485 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,682 | 0.5 |
| (b) Individuals (high net worth individuals) | 352 | 0.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (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 | 414 | 3.7 |
| (h) Charitable organizations | 5 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 4,077 | 5.3 |
| By Discretionary | ||
| Discretionary | 4,077 | 5.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,077 | 5.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.3 | |
| Total | 4,077 | 5.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001759485] | |
| 13F-NT | [0001759485] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stacey Braun Associates Inc
✚
|
NY | 5.5 |
|
Procourse Fiduciary Advisors LLC
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|
IN | 5.5 |
|
Frontier Asset Management LLC
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WY | 5.5 |
|
Sentry Management Inc
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TX | 5.4 |
|
Pension Consultants Inc
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MO | 5.4 |
|
Integrity Alliance LLC
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IA | 5.4 |
|
Western Wealth Management LLC
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|
CO | 5.4 |
|
Linscomb Wealth Inc
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TX | 5.2 |
|
Asset Strategy Consultants LLC
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MD | 5.2 |
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Stonex Advisors Inc
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AL | 5.1 |