Alesco Advisors, LLC, an Esl provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, publishing newsletters, and educational seminars. Financial planning was provided to 51–100 clients last fiscal year.
Alesco Advisors, LLC, an Esl reports 639 clients. They include 363 high-net-worth individuals, 140 individual clients and 118 charitable organizations. Of its assets, 100.0% ($5.61B across 1,777 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $9.37M. It advised 44 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 22% | 1% |
| High-net-worth individuals | 57% | 44% |
| Pension and profit-sharing plans | 1% | <1% |
| Charitable organizations | 18% | 49% |
| State or municipal government entities | Fewer than 5 | 2% |
| Other client typesCorporations and other businesses | 2% | 3% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 140 | $67.3M | 1.2% | $481K |
| High-net-worth individuals | 363 | $2.49B | 44.4% | $6.87M |
| Pension and profit-sharing plans | 8 | $37.8M | 0.7% | $4.72M |
| Charitable organizations | 118 | $2.74B | 48.8% | $23.2M |
| State or municipal government entities | Fewer than 5 | $104M | 1.9% | — |
| Corporations and other businesses | 10 | $168M | 3.0% | $16.8M |
| Total | 639 | $5.61B | 100% | — |
- Clients
- 140
- Regulatory AUM
- $67.3M
- AUM share
- 1.2%
- Avg. per client
- $481K
- Clients
- 363
- Regulatory AUM
- $2.49B
- AUM share
- 44.4%
- Avg. per client
- $6.87M
- Clients
- 8
- Regulatory AUM
- $37.8M
- AUM share
- 0.7%
- Avg. per client
- $4.72M
- Clients
- 118
- Regulatory AUM
- $2.74B
- AUM share
- 48.8%
- Avg. per client
- $23.2M
- Clients
- Fewer than 5
- Regulatory AUM
- $104M
- AUM share
- 1.9%
- Avg. per client
- —
- Clients
- 10
- Regulatory AUM
- $168M
- AUM share
- 3.0%
- Avg. per client
- $16.8M
Total
- Clients
- 639
- Regulatory AUM
- $5.61B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 44
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Alesco Advisors, LLC, an Esl is paid through a percentage of assets under management, fixed fees (other than subscription fees) and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Esl Holdco, LLC owns 75% or more of Alesco Advisors, LLC, an Esl and is in turn owned by Esl Federal Credit Union (75% or more). James Gould is CEO; the leadership team includes Chief Investment Officer Christopher Mirrione and Chief Compliance Officer Benton Kircher. It has 26 employees, 13 of them in advisory roles.
Staff
- 26 employees
- 13 in advisory functions
- 13 state-registered reps
- Owns 75% or more of Alesco Advisors, LLC, an Esl Company
Esl Holdco, LLC
Control person · since November 2025
- Owns 75% or more of Esl Holdco, LLC
Esl Federal Credit Union
Control person · since February 2025
Besides its headquarters, Alesco Advisors, LLC, an Esl has 0 offices, with 1 listed address in 1 state.
New York · 1 listed address
- 120 Office Park Way, PittsfordHQ
Other business names
Alesco Advisors, LLC, an Esl has reported 2 other business names to the SEC.
- Alesco Advisors
- Alesco Advisors LLC
Contact and registration details
- Legal name
- Alesco Advisors, LLC, an Esl Company
- Headquarters
- 120 Office Park Way, Pittsford, NY 14534
- Website
- alescoadvisors.com
- Phone
- 585-586-0970
- @alesco-advisors
- SEC file
- 801-135008
- Structure
- New York LLC
- Fiscal year end
- December
Alesco Advisors, LLC, an Esl’s named custodians for separately managed accounts are Charles Schwab ($2.87B, 61%) and Fidelity ($1.82B, 39%). Alesco Advisors, LLC, an Esl has custody of $765M for 153 clients.
- Charles SchwabCharles Schwab & Co., Inc. · West Lake, TX · $2.87B61%
- FidelityFidelity Distributors Company LLC · San Francisco, CA · $1.82B39%
At year end, Alesco Advisors, LLC, an Esl’s separately managed accounts were mostly in funds (96%). Its reported 13F holdings for the quarter ended 30 June 2026 total $4.36B across 230 positions; the largest are iShares TR (22.0%), iShares TR (9.5%) and iShares TR (7.5%).
What the accounts hold
- Stocks1%
- Funds96%
- Cash3%
How many clients does Alesco Advisors, LLC, an Esl have?
Alesco Advisors, LLC, an Esl has 639 clients and manages $5.61 billion for them, as of April 2026. They include 363 high-net-worth individuals, 140 individual clients and 118 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 April 2026
What services does Alesco Advisors, LLC, an Esl offer?
Alesco Advisors, LLC, an Esl provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Alesco Advisors, LLC, an Esl use?
Alesco Advisors, LLC, an Esl’s separately managed account assets are held at Charles Schwab & Co., Inc. (West Lake, TX), with $2.87B and Fidelity Distributors Company LLC (San Francisco, CA), with $1.82B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 April 2026
How many financial advisors does Alesco Advisors, LLC, an Esl have?
Alesco Advisors, LLC, an Esl has 13 investment adviser representatives registered with state securities authorities, out of 26 employees, and 13 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Alesco Advisors, LLC, an Esl invest in?
At the end of its last fiscal year, Alesco Advisors, LLC, an Esl’s separately managed accounts held 96% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents and 1% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Alesco Advisors, LLC, an Esl?
Alesco Advisors, LLC, an Esl is owned through a holding company by Esl Federal Credit Union. Its direct owner is Esl Holdco, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 April 2026
How does Alesco Advisors, LLC, an Esl get paid?
Alesco Advisors, LLC, an Esl is paid through a percentage of assets under management, fixed fees and other compensation. 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
How do I contact Alesco Advisors, LLC, an Esl?
Alesco Advisors, LLC, an Esl’s main office is at 120 Office Park Way, Pittsford, NY 14534. Its phone number is 585-586-0970. Its website is alescoadvisors.com.
