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Building 2ALERCE INVESTMENT MANAGEMENT, L.P.

Map pinCHICAGO, IL
Phone312-448-5500
NotebookSEC #801-108686
Total AUM
$226.9M
Employees
4
Clients
26

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
676 NORTH MICHIGAN AVE.
SUITE 4000
CHICAGO
IL 60611-2895
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
312-448-5500

ReceiptFinancials

Total AUM
$226.9M
Accounts
26
Discretionary
$226.9M
Accounts
26
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
12
AUM
$5.5M
Pooled Vehicle Clients
13
AUM
$217.8M
Charitable Organization Clients
1
AUM
$3.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator False Statement/Dishonesty
State Registrations
IL

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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