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They include 1,682 individual clients, 414 pension and profit-sharing plans, and 352 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Alera Investment Advisors offer?","answer":"Alera Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Alera Investment Advisors use?","answer":"Alera Investment Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $3.57B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Alera Investment Advisors have?","answer":"Alera Investment Advisors has 70 investment adviser representatives registered with state securities authorities, out of 107 employees, and 67 perform investment advisory functions. 46 employees are registered representatives of a broker-dealer and 34 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Alera Investment Advisors invest in?","answer":"At the end of its last fiscal year, Alera Investment Advisors’ separately managed accounts held 57% registered funds (mutual funds, ETFs, BDCs), 35% exchange-traded equities, 4% state and local bonds, 2% cash and equivalents and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Alera Investment Advisors?","answer":"Alera Investment Advisors is owned through a chain of holding companies by Genstar X Alera Group Holdings, LLC. Its direct owner is Alera Group, Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Alera Investment Advisors get paid?","answer":"Alera Investment Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Alera Investment Advisors?","answer":"Alera Investment Advisors’ main office is at Three Parkway North, Suite 500, Deerfield, IL 60015-2567. Its phone number is 847-457-3000.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}