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ALERCE INVESTMENT MANAGEMENT, L.P.

CHICAGO, IL · CRD 285746 · IAPD ↗ · 312-448-5500

$226.9MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
13Private funds
1States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
April 2025 — ALERCE INVESTMENT MANAGEMENT, L.P. reported RAUM up 38% ($161.9M -> $223.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.