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Alera Investment Advisors, LLC

● SEC registered since 2017CRD 287906SEC# 801-111892Deerfield, IL
Export (members)
Reg. AUM
$3.57B
Employees
88
Accounts
3,097
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 $3.6 billion in regulatory assets under management and employs 88 people.
aleragroup.com/retirement-plan-servicesView on SEC.gov ↗

Alera Investment Advisors, LLC owners & executives

9 reported
NameTitleOwnershipSince
Alera Group, Inc. ControlManaging Member / Parent CompanyOver 75%2017
Holly Knight ControlPresident Of Retirement Plan ServicesUnder 5%2025
Jennifer Ann Bures ControlChief Operating OfficerUnder 5%2021
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Frequently asked questions

How much does Alera Investment Advisors, LLC manage?

Alera Investment Advisors, LLC reports $3.6 billion in regulatory assets under management on its Form ADV.

How many employees does Alera Investment Advisors, LLC have?

Alera Investment Advisors, LLC reports 88 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

AddressThree Parkway North, Suite 500, Deerfield, IL 60015-2567
Phone(847) 457-3000
Fax(847) 457-3100
Office hours9:00a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1759485
Discloses disciplinary historyNo

Assets under management

Discretionary$3.57B
Non-discretionary$0
Total (RAUM)$3.57B