Alesia Investment Management LLC

Overview

Alesia Investment Management LLC is an independent, owner-operated registered investment adviser that focuses on fee-based portfolio management and financial planning for individuals, families and small businesses. The firm runs discretionary mandates and favors liquid equity exposure as its primary allocation, with a fee structure that includes both percent-of-AUM and performance-based arrangements. Advisory services emphasize tailored portfolio construction and ongoing management rather than broad institutional-only offerings. The firm does not position itself as an ESG-focused manager and maintains a single-office operating model. Filing details indicate the firm also engages in sponsor/GP and managing-member roles for pooled investment vehicles, so it can both allocate to third-party managers and participate in pooled structures it oversees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices