LP Profile

Alera Investment Advisors

Also known as alera

Wealth ManagerDeerfield, United StatesFounded 2017
$5.3B
Assets Under Management
Deerfield
Headquarters
Investment Focus

About Alera Investment Advisors

Capabilities include financial planning, retirement planning, investment advice, personal insurance, estate planning and brokerage services

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Alera Investment Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$5.3B
Total Clients
4,077
Filing Date
March 30, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Alera Investment Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is Alera Investment Advisors?

Alera Investment Advisors is a wealth manager based in Deerfield, United States, managing approximately $5.3B in assets.

Where is Alera Investment Advisors headquartered?

Alera Investment Advisors is headquartered in Deerfield, United States.

How much does Alera Investment Advisors manage?

Alera Investment Advisors manages approximately $5.3B in assets under management.

When was Alera Investment Advisors founded?

Alera Investment Advisors was founded in 2017.

How can I contact Alera Investment Advisors?

Verified contact details, key decision-makers, and investment preferences for Alera Investment Advisors are available on LPbacked. Create a free account to access them.