Alerce Investment Management
Private Equity SEC-registered adviser
Legal name: Alerce Investment Management, L.P.
Chicago, IL
AUM
$226.9M
Regulatory AUM
Private funds
13
Private Equity 13
Private fund assets
$217.8M
Gross asset value
Employees
4
Last Form D raise
Nov 2025
Most recent fund filing
From SEC Form ADV filing (filed Mar 27, 2026). View on SEC
People(1)
Owners and executive officers named on the firm's SEC Form ADV.
M
Funds(13)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Alerce Medical Technology Partners, L.P. | Private Equity | $77.2M | $195.5M | 79 | Nov 2025 | Warm |
| Alerce Medical Technology Partners, L.P., Class 2023-2 | Private Equity | $36.9M | $195.5M | 79 | Nov 2025 | Warm |
| Alerce Medical Technology Partners, L.P., Class 2024-1 | Private Equity | $36.1M | $195.5M | 79 | Nov 2025 | Warm |
| Alerce Medical Technology Partners, L.P., Class 2025-2 | Private Equity | $12.0M | $195.5M | 79 | Nov 2025 | Warm |
| Alerce Medical Technology Partners, L.P., Class 2023-1 | Private Equity | $8.8M | $195.5M | 79 | Nov 2025 | Warm |
| Alerce Medical Technology Partners, L.P., Class 1a | Private Equity | $8.3M | $195.5M | 79 | Nov 2025 | Warm |
| Alerce Medical Technology Partners, L.P., Class 2024-2 | Private Equity | $4.9M | $195.5M | 79 | Nov 2025 | Warm |
| Smtp Co-Invest II (awc), L.P. | Private Equity | $352K | — | — | Dec 2019 | Cold |
| Srx Investment II, L.P. | Private Equity | $1.3M | — | — | Sep 2019 | Cold |
| Srx Investment, L.P. | Private Equity | $798K | — | — | Dec 2018 | Cold |
| Smtp Co-Invest I, L.P. | Private Equity | $364K | — | — | Oct 2017 | Cold |
| Satter Medical Technology Partners, L.P. | Private Equity | $26.6M | — | — | Jan 2017 | Cold |
| Satter Co-Invest Partners, L.P. | Private Equity | $4.1M | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 285746
- SEC file number
- 801-108686
Sources
- SEC Form ADV Oct 14, 2026