Alera Investment Advisors, LLC
DEERFIELD, IL · CIK 1759485 · 13F filing filed 2026-08-03
SEC-registered investment adviser since 2017 · limited liability company
- Assets managed$5.3bn
- Staff107 · 67 in investment roles
- Main clients (by assets)Pension plans 70%, High net worth individuals 18%, Individuals 9%
- Websitealeragroup.com
- Form ADV · 2026-03-30SEC adviser record
- Kindinstitutions
- Others nearbyDeerfield, IL, Scottsdale, AZ, Rochester, NY, Chicago, IL, West Chester, PA, Downers Grove, IL
As an employer
- Offices in1 country
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| Deerfield, IL (main office)United States | about 30 |
| Rochester, NYUnited States | 4 |
| Scottsdale, AZUnited States | 4 |
| Chicago, ILUnited States | 3 |
| Downers Grove, ILUnited States | 3 |
| Tacoma, WAUnited States | 3 |
| Virginia Beach, VAUnited States | 3 |
| West Chester, PAUnited States | 3 |
| Marietta, GAUnited States | 2 |
| New Richmond, WIUnited States | 2 |
| Portland, ORUnited States | 2 |
| Greenwood Village, COUnited States | 1 |
7 more cities
| Henderson, NVUnited States | 1 |
| New York, NYUnited States | 1 |
| Overland Park, KSUnited States | 1 |
| Rochester, MIUnited States | 1 |
| San Antonio, TXUnited States | 1 |
| Wayne, PAUnited States | 1 |
| Wylie, TXUnited States | 1 |
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.
For Q2 2026 this manager filed a 13F notice: its holdings were reported by another manager.