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Alexis Investment Partners, LLC

● SEC registered since 2021CRD 313394SEC# 801-121162
Export (members)
Reg. AUM
$181.6M
Employees
5
Accounts
247
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 $181.6 million in regulatory assets under management and employs 5 people.

Alexis Investment Partners, LLC owners & executives

3 reported
NameTitleOwnershipSince
Alexis Viroy Browne Roberts ControlChief Operating OfficerUnder 5%2021
Janet Lynn MesserChief Compliance OfficerUnder 5%2022
Jason William Browne ControlPresidentOver 75%2021

Frequently asked questions

How much does Alexis Investment Partners, LLC manage?

Alexis Investment Partners, LLC reports $181.6 million in regulatory assets under management on its Form ADV.

How many employees does Alexis Investment Partners, LLC have?

Alexis Investment Partners, LLC reports 5 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 hours9:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$181.6M
Non-discretionary$0
Total (RAUM)$181.6M