Alera Investment Advisors, LLC
● SEC registered since 2017CRD 287906SEC# 801-111892Deerfield, IL
Reg. AUM
$5.29B
Employees
107
Accounts
4,077
Location
Deerfield, IL
Alera Investment Advisors, LLC assets under management
Alera Investment Advisors, LLC operates as an SEC-registered investment adviser based in Deerfield, IL. The firm has been registered since 2017. It reports $5.3 billion in regulatory assets under management and employs 107 people.
Alera Investment Advisors, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alera Group, Inc. Control | Managing Member / Parent Company | Over 75% | 2017 |
| Holly Knight Control | Retirement Plan Services Practice Leader | Under 5% | 2025 |
| Lyndsay Rachel Kim Control | Chief Compliance Officer | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Alera Investment Advisors, LLC manage?
Alera Investment Advisors, LLC reports $5.3 billion in regulatory assets under management on its Form ADV.
How many employees does Alera Investment Advisors, LLC have?
Alera Investment Advisors, LLC reports 107 employees.
Where is Alera Investment Advisors, LLC located?
Alera Investment Advisors, LLC is based in Deerfield, IL and has been SEC-registered since 2017.
Does Alera Investment Advisors, LLC disclose fund performance?
Alera Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Three Parkway North, Suite 500, Deerfield, IL 60015-2567 |
| Phone | (847) 457-3000 |
| Fax | (847) 457-3100 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1759485 |
| Discloses disciplinary history | No |
Regulatory AUM
$5.29B▲ 48%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
EmployeesTop 7%
More than 93% of 16,825 advisers
Assets under management
$5.29Bregulatory AUM
Discretionary $5.29B