Alexis Investment Partners, LLC
● SEC registered since 2021CRD 313394SEC# 801-121162
Reg. AUM
$206.4M
Employees
4
Accounts
220
Location
—
Alexis Investment Partners, LLC assets under management
Alexis Investment Partners, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2021. It reports $206.4 million in regulatory assets under management and employs 4 people.
Alexis Investment Partners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexis Viroy Browne Roberts Control | Chief Operating Officer | Under 5% | 2021 |
| Janet Lynn Messer | Chief Compliance Officer | Under 5% | 2022 |
| Jason William Browne Control | President | Over 75% | 2021 |
Frequently asked questions
How much does Alexis Investment Partners, LLC manage?
Alexis Investment Partners, LLC reports $206.4 million in regulatory assets under management on its Form ADV.
How many employees does Alexis Investment Partners, LLC have?
Alexis Investment Partners, LLC reports 4 employees.
Does Alexis Investment Partners, LLC disclose fund performance?
Alexis Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (925) 457-5258 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$206.4M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$206.4Mregulatory AUM
Discretionary $206.4M