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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-07-2016
- Office Locations
- 1
Office Locations
About Alesia Investment Management LLC
Alesia Investment Management LLC is a Torrance, CA investment adviser providing portfolio management and financial/wealth planning for retail and institutional relationships. The firm emphasizes asset allocation and portfolio construction with heavy use of ETFs, complemented by mutual funds and select exposure to fixed income, alternatives and real estate, including socially responsible themes. Custody is held at Fidelity/NFS and Interactive Brokers.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
CHRISTOPHER EVERETT OLIN
Chief Compliance Officer, Managing Member, Partner
- CRD
- #6247640
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,605,516 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,605,516 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,605,516
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $226,767,968 | 12.0% |
| Public Funds | $406,292,609 | 21.5% |
| Cash | $495,110,064 | 26.2% |
| Equity - OTC | $498,889,530 | 26.4% |
| U.S. Government/Agency | $262,672,896 | 13.9% |
| Total | $1,889,733,067 | 100.0% |