The ALERA INVESTMENT ADVISORS is a privately held investment adviser that advises $47.39Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ALERA INVESTMENT ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 47.19% over the last 5-years.
The Group has been registered with the SEC for 20.51 years and is comprised of 5 filing and 0 relying advisers. They operate out of 37 office locations with their Headquarters at 50 SOUTH SIXTH STREET SUITE 975, MINNEAPOLIS, MINNESOTA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 242 employees comprised of 136 investment and 106 non-investment staff. The total number of Employees increased by 44.05% over the last 5-years.
Their $47.39Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 800 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $30.61Bn or 64.6% of Total Assets and High Net Worth Individuals own $10.45Bn or 22.06% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 8 types of clients, top clients are Pension and Profit Sharing Plans-Private and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
ALERA INVESTMENT ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.