ALERCE INVESTMENT MANAGEMENT, L.P.

676 North Michigan Ave.
Suite 4000
Chicago, Illinois 60611-2895
Tel: 312-448-5500

About ALERCE INVESTMENT MANAGEMENT, L.P.

ALERCE INVESTMENT MANAGEMENT, LP, formally registered with the SEC as ALERCE INVESTMENT MANAGEMENT, LP. The firm was established in 11/22/2016. They have over 1 offices throughout the country.

ALERCE INVESTMENT MANAGEMENT, L.P. is a Chicago, Illinois based Financial Planning firm with nearly $161,918,985 assets under management, offering retirement planning & investment advisory services to 22 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285746
SEC#	801-108686
Assets Managed by Firm	$161,918,985
No. of Clients	22
No. of Advisors	4

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	22	$161,918,985
High net worth individuals	12	$9,389,828
Charitable organizations	Fewer than 5 clients	$2,866,939

More Retirement Planning firms in Chicago, Illinois:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NORTHERN TRUST INVESTMENTS, INCORPORATED 50 S Lasalle Street Chicago, IL, 60603-1008	$1,016,556,943,580	41105	674
INVESCO CAPITAL MANAGEMENT LLC 3500 Lacey Road, Suite 700 Downers Grove, IL, 60515	$545,530,164,135	401	220
ENVESTNET PMC 150 North Riverside Plaza Suite 2050 Chicago, IL, 60606	$426,071,864,566	1821809	415
BALYASNY ASSET MANAGEMENT L.P. 444 W. Lake Street, 50th Floor Chicago, IL, 60606	$248,044,764,038	37	1857
NUVEEN ASSET MANAGEMENT, LLC 333 West Wacker Drive Chicago, IL, 60606	$239,614,971,441	59703	397

Explore More Retirement Advisors in Chicago, Illinois

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.