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ALESCO ADVISORS, LLC, AN ESL COMPANY
CRD 339091File 801-135008
APPROVED
Retail clients
Custody
Filing as of Apr 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.61B
Top 25% of cohort (national)
Discretionary AUM
$5.61B
Clients
639
1,777 accounts
Employees
26
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 5, 2026
- Principal office
- 120 OFFICE PARK WAY, PITTSFORD, NY, 14534
- Phone
- 585-586-0970
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.61B
- Discretionary AUM
- $5.61B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,777
- Non-discretionary accounts
- 0
- Total accounts
- 1,777
- AUM per client
- $8.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $168.0M |
| Charitable organizations | 118 | $2.74B |
| High net worth individuals | 363 | $2.49B |
| Pension and profit sharing plans | 8 | $37.8M |
| State or municipal government entities | Fewer than 5 | $104.2M |
| Individuals (other than high net worth individuals) | 140 | $67.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — FINANCIAL PLANNING SERVICES
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.