ALESCO ADVISORS LLC
Latest filing: Mar 26, 2025 (112 days ago)
AUM
$4,810,630,597
9% change vs. 1 year ago
9% change vs. 3 years ago
36% change vs. 5 years ago
117% change vs. 10 years ago
Employee Count
27
0% change vs. 1 year ago
29% change vs. 3 years ago
29% change vs. 5 years ago
69% change vs. 10 years ago
Main Office
PITTSFORD, NY
120 OFFICE PARK WAY, PITTSFORD, NY, UNITED STATES, 14534
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $4.8 |
| Non-Discretionary | $0.0 |
| Total | $4.8 |
| Client | AUM |
|---|---|
| Retail | $2.1 |
| Pooled | $0.0 |
| Institutional | $2.7 |
| Total | $4.8 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 137 | $0.1 |
| Average Individual AUM | $478,617 | |
| HNW | 331 | $2.0 |
| Average HNW AUM | $6,055,738 | |
| Retail Total | 468 | $2.1 |
| Average Retail AUM | $4,423,119 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $2.2 |
| FIDELITY DISTRIBUTORS COMPANY LLC | SMITHFIELD-RI-USA | $1.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $4.8 |
| Retail SMA AUM | $2.1 |
| Institutional SMA AUM | $2.7 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 1% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 96% | $4.6 |
| Other Pools | 0% | $0.0 |
| Cash | 2% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $4.8 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
7 active
| Name | Title |
|---|---|
| GOULD, JAMES, GEORGE | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, MANAGER, MEMBER |
| GREEN, TODD, DAVID | PRINCIPAL, MEMBER |
| MINGES, FREDERICK, JAMES | PRINCIPAL, TREASURER, MEMBER, MANAGER |
| MIRRIONE, CHRISTOPHER, READE | CHIEF INVESTMENT OFFICER, MEMBER, MANAGER, SECRETARY |
| BRODHEAD, CHRISTOPHER, JOSEPH | CHIEF GROWTH OFFICER, MEMBER |
| KIRCHER, BENTON, FRANK | CHIEF COMPLIANCE OFFICER, MEMBER |
| BURKE, SUSAN, MICHELLE | VP OF ADMINISTRATION, MEMBER |
ADVDB.CO • SOURCE: SEC
Representatives
14 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| KEVIN RUSTER | PITTSFORD | NY | CHARTERED FINANCIAL ANALYST | ||||||
| JAMES GOULD | PITTSFORD | NY | S63|1991-11-20|S65|2021-08-10 | ||||||
| ANDREW KAY | PITTSFORD | NY | S65|2021-09-22 | ||||||
| TIMOTHY TINDALL | PITTSFORD | NY | S65|2021-10-19 | ||||||
| CHRISTOPHER BRODHEAD | PITTSFORD | NY | S65|2021-10-06 | ||||||
| CHRISTOPHER MIRRIONE | PITTSFORD | NY | CHARTERED FINANCIAL ANALYST | ||||||
| JODY ROSSITER | PITTSFORD | NY | S65|2021-08-26 | ||||||
| JUSTIN SANSONE | PITTSFORD | NY | S65|2021-09-16 | ||||||
| COLE SCHMITT | PITTSFORD | NY | S63|2019-05-07|S65|2022-05-19 | ||||||
| TODD GREEN | PITTSFORD | NY | S65|1995-02-14 | CHARTERED FINANCIAL ANALYST | |||||
| DOUGLAS EMBLIDGE | PITTSFORD | NY | S65|2022-10-04 | ||||||
| ERIC MORRIS | PITTSFORD | NY | S65|2022-09-08 | ||||||
| STEPHEN MITCHELL | PITTSFORD | NY | S63|2015-10-17|S66|2016-09-27 | ||||||
| FREDERICK MINGES | PITTSFORD | NY | S63|2009-06-26|S65|2021-09-15 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $4.8 | $0.0 | 0% | 27 | 0 | 0% |
| 2025-04-21 | $4.8 | $0.0 | 0% | 27 | 0 | 0% |
| 2024-04-02 | $4.4 | $0.4 | 9% | 27 | 0 | 0% |
| 2023-04-04 | $4.2 | $0.6 | 15% | 27 | 0 | 0% |
| 2022-04-01 | $4.4 | $0.4 | 9% | 21 | 6 | 29% |
| 2021-04-05 | $4.2 | $0.6 | 13% | 21 | 6 | 29% |
| 2020-04-01 | $3.5 | $1.3 | 36% | 21 | 6 | 29% |
| 2019-04-01 | $3.4 | $1.4 | 43% | 19 | 8 | 42% |
| 2018-04-02 | $3.3 | $1.5 | 45% | 19 | 8 | 42% |
| 2017-04-01 | $2.8 | $2.0 | 70% | 19 | 8 | 42% |
| 2016-04-01 | $2.4 | $2.4 | 97% | 14 | 13 | 93% |
| 2015-04-01 | $2.2 | $2.6 | 117% | 16 | 11 | 69% |
| 2014-04-01 | $2.0 | $2.8 | 138% | 13 | 14 | 108% |
| 2013-04-01 | $1.4 | $3.4 | 234% | 10 | 17 | 170% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, CA-03/28/2008, CO-03/23/2023, FL-03/15/2006, LA-03/31/2022, MA-03/23/2023, MI-03/28/2024, NC-03/23/2023, NE-03/28/2024, NH-12/22/2015, NY-07/26/2000, OH-03/23/2023, PA-01/12/2011, TX-12/22/2015, VA-03/23/2023 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION NEWSLETTERS EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV