Alera Investment Advisors is an investment advisor in Deerfield with $1.27 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
821301701
SEC advisor number
801-111892
FINRA CRD number
287906
AUM ?
$2.73 bn
(as of 18 Jun 24)
Accounts
3,323
(as of 18 Jun 24)
Employees
64
(52 investment advisory or research)
Address
Alera Investment Advisors
THREE PARKWAY NORTH
SUITE 500
DEERFIELD
IL 60015
THREE PARKWAY NORTH
SUITE 500
DEERFIELD
IL 60015
Phone
8474573000
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 May 24
13F-HR
Quarterly holdings report by institutional manager
23 Jan 24
13F-HR
Quarterly holdings report by institutional manager
11 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
1 May 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22