ALERCE INVESTMENT MANAGEMENT, L.P.
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 285746
- Registered since
- November 22, 2016
- Custodians
- MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, COMPUTERSHARE TRUST COMPANY, N.A., PERSHING LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles95.96%
- HNWI2.4%
- Charitable Organizations1.63%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Alerce Investment Management, L.P. is a limited partnership that operates as a private equity-focused adviser and manager of pooled investment vehicles. The firm manages capital for both individuals/families and institutional clients, providing portfolio management for private clients and for pooled vehicles where it often acts as sponsor, general partner or managing member. Its business model blends fee arrangements tied to assets under management with performance-based fees, which aligns compensation with fund and investment performance typical of private equity and venture capital managers. The firm shows a clear preference for equity-oriented strategies, including both public and non‑exchange traded equity positions. It is not an active ESG investor and does not present itself as a multi-state adviser. Alerce runs multiple private funds alongside its discretionary advisory business, and its stated activities emphasize private equity, venture capital and real estate as core alternative allocations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities54%
- Exchange Traded Equities46%
Owners & executives
1 of 1LAURA GRAY
Chief Financial Officer & Chief Operations OfficerCRD 4885384
Contacts
1 of 1MUNEER SATTER
Managing PartnerCRD 1874021
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 676 N Michigan Ave
- Time zone
- CT (UTC-6)
- Office locations
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