Alerce Investment Management, L.P. is an SEC registered investment adviser organized as a limited partnership with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 27, 2026, reports $227M in regulatory assets under management, 4 employees, and 26 accounts.
Assets Under Management
$227M
Employees
4
Offices
--
Total Clients
25
Primary office
CHICAGO, IL
676 NORTH MICHIGAN AVE., SUITE 4000, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 52.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
52.0%
13
2
HNWI
48.0%
12
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$227Mas of March 27, 2026
Discretionary100.0%
$227M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$227M
Total Accounts26
10Y AUM Change$-44M (-16.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee6:1
10Y Employee Change+3 (+300.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.