Alexis Investment Partners, LLC
Alexis Investment Partners, LLC is an SEC-registered ria with $206.4M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Alexis Investment Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 313394, SEC 801-121162, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $206.4M (2026-03-20)
- Firm type
- Ria
- Employees
- 4
- Clients
- 69
- CRD
- 313394
- Ownership
- Browne, Alexis, Viroya; BROWN, ALEXIS, VIROY; MESSER, JANET, LYNN; BROWNE, JASON, WILLIAM; ROBERTS, ALEXIS, VIROY BROWNE
How much AUM does Alexis Investment Partners, LLC have?
Alexis Investment Partners, LLC reported $206.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Alexis Investment Partners, LLC?
Disclosed owners and executives of Alexis Investment Partners, LLC include Browne, Alexis, Viroya, BROWN, ALEXIS, VIROY, MESSER, JANET, LYNN, BROWNE, JASON, WILLIAM, ROBERTS, ALEXIS, VIROY BROWNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.