ALERCE INVESTMENT MANAGEMENT, L.P.
CRD #285746 SEC #801-108686 CHICAGO, IL 312-448-5500
SEC Registered Private Funds Disclosures
Total AUM
$223.2M
Discretionary
$223.2M
Employees
4
Clients
--
Accounts
24
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $223.2M | $223.2M | $0 | 4 | 0 |
| Mar 2024 | $161.9M | $161.9M | $0 | 4 | 0 |
| Mar 2023 | $185.8M | $185.8M | $0 | 4 | 0 |
| Oct 2022 | $158.5M | $158.5M | $0 | 5 | 0 |
| Mar 2022 | $158.5M | $158.5M | $0 | 5 | 0 |
| Mar 2021 | $323.1M | $323.1M | $0 | 5 | 0 |
| Jun 2020 | $210.3M | $210.3M | $0 | 4 | 0 |
| Mar 2020 | $210.3M | $210.3M | $0 | 4 | 0 |
| Mar 2019 | $176.3M | $176.3M | $0 | 3 | 0 |
| Dec 2018 | $298.9M | $298.9M | $0 | 3 | 0 |
| Mar 2018 | $298.9M | $298.9M | $0 | 3 | 0 |
| Mar 2017 | $270.7M | $270.7M | $0 | 1 | 11 |
| Nov 2016 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$223.2M
Discretionary$223.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$161.9M
Discretionary$161.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$185.8M
Discretionary$185.8M
Non-Disc.$0
Employees4
Clients0
DateOct 2022
Total AUM$158.5M
Discretionary$158.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$158.5M
Discretionary$158.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$323.1M
Discretionary$323.1M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$210.3M
Discretionary$210.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$210.3M
Discretionary$210.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$176.3M
Discretionary$176.3M
Non-Disc.$0
Employees3
Clients0
DateDec 2018
Total AUM$298.9M
Discretionary$298.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$298.9M
Discretionary$298.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$270.7M
Discretionary$270.7M
Non-Disc.$0
Employees1
Clients11
DateNov 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0