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ALERA INVESTMENT ADVISORS, LLC
ALERA INVESTMENT ADVISORS, LLC (CRD# 287906) is an SEC-Registered Investment Advisor (RIA), headquartered in Deerfield, IL. The SEC approved the firm to operate as an RIA in Oct 2017. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $532.5 Million, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
ALERA INVESTMENT ADVISORS, LLC also reported in Mar 2018:
  • 73 employees, with 55 performing advisory functions.
  • A total of 4 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ALERA INVESTMENT ADVISORS, LLC has no disclosure events reported to the SEC at this time.
 

View ALERA INVESTMENT ADVISORS, LLC's most recent Form ADV filing
 


ALERA INVESTMENT ADVISORS, LLC has Notice Filings with the following State Securities Authorities: AZ-Feb 2018, CA-Feb 2018, CO-Nov 2017, FL-Feb 2018, IA-Feb 2018 , IL-Nov 2017, IN-Feb 2018, LA-Feb 2018, MI-Feb 2018, MN-Feb 2018 , MO-Feb 2018, NC-Feb 2018, NH-Feb 2018, OH-Feb 2018, PA-Feb 2018 , TX-Feb 2018, VA-Feb 2018, WI-Feb 2018

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.