CRD: 287906
Alera Investment Advisors, LLC
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- Custodian
- Capital Group · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-26-2017
- Office Locations
- 35
Office Locations
About Alera Investment Advisors, LLC
Alera Investment Advisors (Alera Group) delivers wealth management and planning for families and business owners, pairing investment management with retirement, legacy/estate, college and charitable strategies. The team integrates wealth protection and transfer planning—life, disability and long-term care insurance, including private placement life insurance and life settlements—plus executive benefits, deferred comp and succession planning. Operates as a collaborative network of specialists.
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Owner & Executives
LYNDSAY RACHEL KIM
Chief Compliance Officer
- CRD
- #2902606
- Ownership
- Less than 5%
HOLLY KNIGHT
--
- CRD
- #5587216
- Ownership
- Less than 5%
Prime eagle
Foundation alpha bridge
- CRD
- #93188
- Ownership
- 47.8%
Showing 2 of 3 owners & executives
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ANDREW ROBERT ADAMS
Financial Advisor
- CRD
- #2000274
FREDERIC WILLIAM AMBERG
--
- CRD
- #3140269
Wave catalyst
Crest horizon glacier
- CRD
- #42292
Showing 2 of 68 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,286,012,785 | $1,296,545 |
| Non-Discretionary | $0 | -- |
| Total | $5,286,012,785 | $1,296,545 |
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Separately Managed Accounts
Total SMA Asset: $5,286,012,785
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $592,358,932 | 16.1% |
| Equity - Exchange | $596,038,180 | 16.2% |
| Municipal Bonds | $643,868,404 | 17.5% |
| Cash | $835,189,301 | 22.7% |
| Corporate - Investment Grade | $1,011,793,207 | 27.5% |
| Total | $3,679,248,024 | 100.0% |
13F Holdings | Q3 2024
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ELEMENT CREST OAK | MATRIX MOMENTUM | RB5FYQ0DZ | CYPZI | 9.38% | $31,984,515 |
| MERIDIAN ELEMENT BRIDGE | RIDGE SIGNAL | LGNC5ILRE | TVI | 10.06% | $40,027,569 |
| RIDGE TIMBER FOCUS | INSIGHT RIDGE | 4W9YFRFZ0 | FJPL | 1.34% | $107,949,972 |
| NORTH PATHWAY | OPTIMA HARBOR | C4GQRJYH2 | GQBQY | 11.00% | $96,864,982 |
| HORIZON FRONTIER | BEACON UNISON | Y1DL15QDW | SGB | 7.22% | $23,721,039 |
| EAGLE ATLAS | RADIAL ATLAS | IPZJELPF7 | LGSV | 8.40% | $3,244,130 |
| CATALYST HARBOR CREST | PIONEER MATRIX | J46576EF2 | OFMW | 0.61% | $26,125,078 |
| RIDGE OAK HARBOR | FUSION WAVE | UM5G3TTSP | IDO | 7.53% | $90,401,404 |