AdvisorCensus / Financial advisors / New York / Rochester / Alesco Advisors, LLC, an ESL Company
Alesco Advisors, LLC, an ESL Company
Filed as ALESCO ADVISORS, LLC, AN ESL COMPANY
Alesco Advisors, LLC, an ESL Company is an SEC-registered investment advisory firm in Pittsford, NY, registered since 2026, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated April 20, 2026.
Quick answers
From the filingHow is Alesco Advisors, LLC, an ESL Company compensated?
On its Form ADV (Item 5.E, October 2026), Alesco Advisors, LLC, an ESL Company reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.
Where is Alesco Advisors, LLC, an ESL Company located?
Alesco Advisors, LLC, an ESL Company's principal office is in Pittsford, NY, according to its Form ADV.
Is Alesco Advisors, LLC, an ESL Company registered with the SEC or a state?
Alesco Advisors, LLC, an ESL Company is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 339091.
How much does Alesco Advisors, LLC, an ESL Company manage?
Alesco Advisors, LLC, an ESL Company reports $5,611,340,728 in regulatory assets under management in its Form ADV filing dated April 20, 2026 (100% discretionary).
What types of clients does Alesco Advisors, LLC, an ESL Company serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (363); individuals (other than high net worth individuals) (140); charitable organizations (118).
Which custodians does Alesco Advisors, LLC, an ESL Company use?
Alesco Advisors, LLC, an ESL Company's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Distributors Company LLC as custodians holding 10% or more of its separately managed account assets.
Does Alesco Advisors, LLC, an ESL Company report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/339091
What changed in Alesco Advisors, LLC, an ESL Company's recent Form ADV filings?
In the April 2026 filing data: Added the business name Alesco Advisors LLC. Employees performing advisory functions went from 15 to 13. Regulatory assets under management went from $4,810,630,597 to $5,611,340,728 (+17%). Registered or notice-filed in IL, MD. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated April 20, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$5,611,340,728 as of October 2026, filing dated April 20, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Also doing business as
- ALESCO ADVISORS, ALESCO ADVISORS LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 26. Performing investment advisory functions: 13.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
15 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- April 2026
- Added the business name Alesco Advisors LLC.
- Employees performing advisory functions went from 15 to 13.
- Regulatory assets under management went from $4,810,630,597 to $5,611,340,728 (+17%).
- Registered or notice-filed in IL, MD.
- Updated its list of owners and control persons (Schedule A).
- March 2026
- No longer lists the business name Alesco Advisors, LLC an ESL Company.
- Changed its legal name from ESL Newco I, LLC to Alesco Advisors, LLC, an ESL Company.
- February 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Alesco Advisors, LLC, an ESL Company (CRD 339091): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/alesco-advisors-llc-an-esl-company-pittsford-ny-339091