Asset manager · Pittsford, NY
Alesco Advisors, LLC, AN ESL Company
SEC-registered investment adviser · CRD 339091 · SEC 801-135008
At a glance
Alesco Advisors, LLC, AN ESL Company is an SEC-registered investment adviser based in Pittsford, New York, with $5.6 billion in regulatory assets under management as of its Form ADV filed April 20, 2026. Its largest client group by assets is charitable organizations, and it reports 503 individual clients. By Form ADV it is a asset manager, ranked 653rd of 3,218 asset managers and 1,940th of 17,210 SEC-registered advisers by assets.
Main office 585-586-0970alescoadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $5.6B
- Rank among asset managers
- #653 of 3,218
- Rank among all SEC RIAs
- #1,940 of 17,210
- Rank in New York
- #501 of 2,591
- Individual clients
- 503
- High-net-worth clients
- 363
- Accounts
- 1,777
- Discretionary
- 100% of AUM
- Employees
- 26
- Advisory staff
- 13
- Offices
- 1
Owners and executives on its Form ADV
- Benton F. KircherChief Compliance Officer
- Susan M. BurkeVP Administration
- James G. GouldPresident, Chief Executive Officer, Chief Financial Officer
- Todd D. GreenPrincipal
- Frederick J. MingesPrincipal
- Christopher R. MirrioneChief Investment Officer
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: ESL Investment Services, LLC.
- ESL Investment Services, LLC ↗CRD 139176
An introducing broker-dealer: its trades clear through LPL Financial, which holds the brokerage accounts. Its annual audited report filed with the SEC, February 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Charitable organizations | 118 | $2.7B | 49% |
| High-net-worth individuals | 363 | $2.5B | 44% |
| Corporations or other businesses | 10 | $168M | 3% |
| State or municipal government entities | – | $104M | 2% |
| Individuals | 140 | $67M | 1% |
| Pension and profit sharing plans | 8 | $38M | <1% |
Disciplinary disclosures
Alesco Advisors, LLC, AN ESL Company reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗alescoadvisors.com ↗
AtlasMembers
The full record on Alesco Advisors, LLC, AN ESL Company
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 682 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Alesco Advisors, LLC, AN ESL Company manage?
Alesco Advisors, LLC, AN ESL Company reports $5.6 billion in regulatory assets under management across 1,777 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 20, 2026.
What kind of firm is Alesco Advisors, LLC, AN ESL Company?
Alesco Advisors, LLC, AN ESL Company is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. It reports a bank or thrift among its related persons.
Who are Alesco Advisors, LLC, AN ESL Company’s clients?
By assets, its largest client types are charitable organizations ($2.7 billion, 118 clients); high-net-worth individuals ($2.5 billion, 363 clients); corporations or other businesses ($168 million, 10 clients).
Does Alesco Advisors, LLC, AN ESL Company have any disciplinary history?
Alesco Advisors, LLC, AN ESL Company reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Alesco Advisors, LLC, AN ESL Company’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-20), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →