ALERA INVESTMENT ADVISORS, LLC
CRD #287906 SEC #801-111892 DEERFIELD, IL (847) 457-3000
SEC Registered
Total AUM
$3.6B
Discretionary
$3.6B
Employees
88
Clients
26
Accounts
3,097
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $3.6B | $3.6B | $0 | 88 | 0 |
| Aug 2025 | $3.6B | $3.6B | $0 | 88 | 0 |
| Jun 2025 | $3.6B | $3.6B | $0 | 88 | 0 |
| May 2025 | $3.6B | $3.6B | $0 | 88 | 0 |
| May 2025 | $3.6B | $3.6B | $0 | 88 | 0 |
| Apr 2025 | $3.6B | $3.6B | $0 | 88 | 0 |
| Mar 2025 | $3.6B | $3.6B | $0 | 88 | 0 |
| Dec 2024 | $2.7B | $2.7B | $25.7M | 64 | 0 |
| Oct 2024 | $2.7B | $2.7B | $25.7M | 64 | 0 |
| Aug 2024 | $2.7B | $2.7B | $25.7M | 64 | 0 |
| Jun 2024 | $2.7B | $2.7B | $25.7M | 64 | 0 |
| Apr 2024 | $2.7B | $2.7B | $25.7M | 64 | 0 |
| Mar 2024 | $2.7B | $2.7B | $25.7M | 64 | 0 |
| Jan 2024 | $1.2B | $1.1B | $22.4M | 62 | 0 |
| Sep 2023 | $1.2B | $1.1B | $22.4M | 62 | 0 |
| Mar 2023 | $1.2B | $1.1B | $22.4M | 62 | 0 |
| Aug 2022 | $1.3B | $1.2B | $27.4M | 71 | 0 |
| Mar 2022 | $1.3B | $1.2B | $27.4M | 71 | 0 |
| Nov 2021 | $974.8M | $943.8M | $31M | 67 | 0 |
| Nov 2021 | $974.8M | $943.8M | $31M | 67 | 0 |
| Mar 2021 | $974.8M | $943.8M | $31M | 67 | 0 |
| Feb 2021 | $776.9M | $733.7M | $43.1M | 61 | 0 |
| Jul 2020 | $776.9M | $733.7M | $43.1M | 61 | 0 |
| Jun 2020 | $776.9M | $733.7M | $43.1M | 59 | 0 |
| Mar 2020 | $776.9M | $733.7M | $43.1M | 59 | 0 |
| Nov 2019 | $628.9M | $592.3M | $36.6M | 63 | 0 |
| Oct 2019 | $628.9M | $592.3M | $36.6M | 66 | 0 |
| May 2019 | $628.9M | $592.3M | $36.6M | 66 | 0 |
| Mar 2019 | $628.9M | $592.3M | $36.6M | 66 | 0 |
| Nov 2018 | $532.5M | $532.5M | $0 | 73 | 0 |
| Mar 2018 | $532.5M | $532.5M | $0 | 73 | 0 |
| Feb 2018 | $532.5M | $532.5M | $0 | 73 | 0 |
| Feb 2018 | $0 | $0 | $0 | 74 | 0 |
| Nov 2017 | $0 | $0 | $0 | 74 | 0 |
| Oct 2017 | $0 | $0 | $0 | 74 | 0 |
| Sep 2017 | $0 | $0 | $0 | 74 | 0 |
DateNov 2025
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees88
Clients0
DateAug 2025
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees88
Clients0
DateJun 2025
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees88
Clients0
DateMay 2025
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees88
Clients0
DateMay 2025
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees88
Clients0
DateApr 2025
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees88
Clients0
DateMar 2025
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees88
Clients0
DateDec 2024
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$25.7M
Employees64
Clients0
DateOct 2024
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$25.7M
Employees64
Clients0
DateAug 2024
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$25.7M
Employees64
Clients0
DateJun 2024
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$25.7M
Employees64
Clients0
DateApr 2024
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$25.7M
Employees64
Clients0
DateMar 2024
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$25.7M
Employees64
Clients0
DateJan 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$22.4M
Employees62
Clients0
DateSep 2023
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$22.4M
Employees62
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$22.4M
Employees62
Clients0
DateAug 2022
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$27.4M
Employees71
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$27.4M
Employees71
Clients0
DateNov 2021
Total AUM$974.8M
Discretionary$943.8M
Non-Disc.$31M
Employees67
Clients0
DateNov 2021
Total AUM$974.8M
Discretionary$943.8M
Non-Disc.$31M
Employees67
Clients0
DateMar 2021
Total AUM$974.8M
Discretionary$943.8M
Non-Disc.$31M
Employees67
Clients0
DateFeb 2021
Total AUM$776.9M
Discretionary$733.7M
Non-Disc.$43.1M
Employees61
Clients0
DateJul 2020
Total AUM$776.9M
Discretionary$733.7M
Non-Disc.$43.1M
Employees61
Clients0
DateJun 2020
Total AUM$776.9M
Discretionary$733.7M
Non-Disc.$43.1M
Employees59
Clients0
DateMar 2020
Total AUM$776.9M
Discretionary$733.7M
Non-Disc.$43.1M
Employees59
Clients0
DateNov 2019
Total AUM$628.9M
Discretionary$592.3M
Non-Disc.$36.6M
Employees63
Clients0
DateOct 2019
Total AUM$628.9M
Discretionary$592.3M
Non-Disc.$36.6M
Employees66
Clients0
DateMay 2019
Total AUM$628.9M
Discretionary$592.3M
Non-Disc.$36.6M
Employees66
Clients0
DateMar 2019
Total AUM$628.9M
Discretionary$592.3M
Non-Disc.$36.6M
Employees66
Clients0
DateNov 2018
Total AUM$532.5M
Discretionary$532.5M
Non-Disc.$0
Employees73
Clients0
DateMar 2018
Total AUM$532.5M
Discretionary$532.5M
Non-Disc.$0
Employees73
Clients0
DateFeb 2018
Total AUM$532.5M
Discretionary$532.5M
Non-Disc.$0
Employees73
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees74
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees74
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees74
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees74
Clients0