Alexis Investment Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 313394
- Registered since
- May 7, 2021
- Website
- www.alexisinvests.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Investment Companies72.11%
- HNWI11.37%
- Corporations / Businesses5.9%
- Pension & Profit Sharing Plans5.44%
- Charitable Organizations4.33%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Alexis Investment Partners, LLC is an SEC-registered limited liability company that began registration in 2021 and operates as an institutional registered investment adviser owned by an individual. The firm serves both individuals and families as well as institutional clients. Its advisory remit includes financial planning and portfolio management across client types — individuals and small businesses, businesses or institutions, and investment companies — and the firm lists pension consulting among its offered services. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- US Government Bonds29%
- Cash & Cash Equivalents6%
- Exchange Traded Equities4%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Alexis Roberts
Chief Operating Officer, Portfolio ManagerCRD 7262063
Contacts
2 of 2
Jason Browne
PresidentCRD 2624951
Janet Messer
OperationsCRD 5059140
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$185M in ETFs
69%
$128M
26%
$57.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ULTRA-SHORT INCOME ETF (JPST) | JP Morgan | Active | Ultrashort Bond | $9.7M | 192,703 | 5.27% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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