# 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.

- CRD: 339091
- Filed as: ALESCO ADVISORS, LLC, AN ESL COMPANY
- Also doing business as: ALESCO ADVISORS, ALESCO ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pittsford, NY
- Filing period: October 2026
- Form ADV filing dated: April 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/339091
- AdvisorCensus page: https://advisorcensus.com/firm/alesco-advisors-llc-an-esl-company-pittsford-ny-339091

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Distributors Company LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $5,611,340,728
- Discretionary: $5,611,340,728
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 140 | $67,330,457 |
| High net worth individuals | 363 | $2,493,353,809 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $37,753,999 |
| Charitable organizations | 118 | $2,740,639,769 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $104,216,391 |
| Corporations or other businesses not listed above | 10 | $168,046,303 |

### 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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 26 total, 13 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, FL, IL, MA, MD, MI, NC, NE, NH, NY, OH, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alescoadvisors.com
- esl.org/wealth
- esl.org/wealth/alesco-advisors
- LinkedIn @alesco-advisors

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alesco Advisors, LLC, an ESL Company (CRD 339091): Form ADV filing data as of October 2026.