Independent advisory services for private clients and institutional platforms.

Wealth Management

We provide portfolio management and financial planning for individuals, families, and high-net-worth clients. Services may be provided on a discretionary or non-discretionary basis, depending on the client agreement.

Client assets are held at independent third-party custodians and broker-dealers, not by Alera. Depending on the client relationship and account structure, Alera may work with platforms such as Charles Schwab, Interactive Brokers, and Pershing through introducing broker relationships, as applicable.

Institutional Advisory

Through Alera Ventures, we provide venture capital and private markets solutions for wealth management channels.

Our work includes institutional and vehicle-related advisory services for private banks, wealth managers, financial advisers, multi-family offices, and other intermediary platforms.

Alera Ventures is a business line and brand of Alera Management Partners LLC.

Alera Management Partners LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training.

Alera Management Partners LLC is not a broker-dealer and does not receive commissions for the sale of securities or investment products.

The information on this website is for informational purposes only and does not constitute personalized investment, legal, tax, or accounting advice. Nothing on this website is an offer to sell or a solicitation to buy any security or investment product.

Any advisory relationship with Alera is governed by the applicable written advisory agreement and disclosure documents.

Alera Ventures content is provided for institutional and informational purposes only. No pooled investment vehicle, private fund, note, certificate, or other investment product is being offered through this website.

Alera maintains required books and records on secure U.S.-based recordkeeping systems to support prompt retrieval and production to the SEC upon request.

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