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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 1b 10b

ALESCO ADVISORS LLC

CRD 108590

PITTSFORD, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:eee06494-764e-0d8f-fd32-035159d88bb8

Data as of Mar 26, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 26
Dated events: 10
On other graphs: 0
Observed: Mar 29, 2012 to Mar 26, 2025
27 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $4.8BItem 5.F on the latest filing (2025-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $4.8B
Private client RAUM: $2.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 43%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 27
Advisory employees: 15
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,662
Individual clients: 137
High net worth clients: 331
Custody, client assets: $920M
SEC number: 801-57453
CRD: 108590
Filings on the tape: 27
First filed: Mar 29, 2012
Latest filed: Mar 26, 2025
Organised: Limited Liability Company, NY
Website: alescoadvisors.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BRODHEAD, CHRISTOPHER, JOSEPH	CHIEF GROWTH OFFICER, MEMBER	A	yes	05/2021	Mar 31, 2022	Mar 28, 2024
BURKE, SUSAN, MICHELLE	VP OF ADMINISTRATION, MEMBER	Na	yes	01/2023	Mar 23, 2023	Mar 28, 2024
GOULD, JAMES, GEORGE	PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, MANAGER, MEMBER	D	yes	02/2000	Mar 29, 2012	Mar 28, 2024
GREEN, TODD, DAVID	PRINCIPAL, MEMBER	A	yes	07/2007	Mar 29, 2012	Mar 28, 2024
KIRCHER, BENTON, FRANK	CHIEF COMPLIANCE OFFICER, MEMBER	Na	yes	01/2023	Jan 18, 2023	Mar 28, 2024
MINGES, FREDERICK, JAMES	PRINCIPAL, TREASURER, MEMBER, MANAGER	A	yes	11/2009	Mar 29, 2012	Mar 28, 2024
MIRRIONE, CHRISTOPHER, READE	CHIEF INVESTMENT OFFICER, MEMBER, MANAGER, SECRETARY	Na	yes	10/2020	Oct 21, 2020	Mar 28, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 26, 2025	$4.8B	$4.8B	27	15	0	n/a	n/a
2023	Mar 28, 2024	$4.4B	$4.4B	27	14	0	n/a	n/a
2022	Mar 23, 2023	$4.2B	$4.2B	27	14	1	n/a	n/a
2021	Mar 31, 2022	$4.4B	$4.4B	21	13	1	n/a	n/a
2020	Mar 31, 2021	$4.2B	$4.2B	21	13	1	n/a	n/a
2019	Mar 30, 2020	$3.5B	$3.5B	21	13	1	n/a	n/a
2018	Mar 29, 2019	$3.4B	$3.4B	19	13	1	n/a	n/a
2017	Mar 29, 2018	$3.3B	$3.3B	19	13	1	n/a	n/a
2016	Mar 28, 2017	$2.8B	$2.8B	19	13	n/a	n/a	n/a
2015	Mar 23, 2016	$2.4B	$2.4B	14	11	n/a	n/a	n/a
2014	Mar 27, 2015	$2.2B	$2.2B	16	12	n/a	n/a	n/a
2013	Mar 27, 2014	$2.0B	$2.0B	13	10	n/a	n/a	n/a
2012	Apr 1, 2013	$1.7B	$1.7B	12	9	n/a	n/a	n/a
2011	Mar 29, 2012	$1.4B	$1.4B	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$4.8B	$4.4B	8.6%	$4.4B	3.0%	27	27	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ALESCO ADVISORS, LLC, AN ESL COMPANY	13	Jan 30, 2026	Feb 10, 2026	PITTSFORD, NY	Firm absorbed	RIA to RIA	100.0%
FAIRLIGHT ADVISORS	2	Sep 18, 2019	Feb 28, 2024	PITTSFORD, NY	Team lift out	Other	66.7%

Relationships

Moved with (2)

→ ALESCO ADVISORS, LLC, AN ESL COMPANYRegistered adviser13 advisors, firm absorbed, same day
Jan 30, 2026 to Feb 10, 2026factForm ADV
→ FAIRLIGHT ADVISORSRegistered adviser2 advisors, team lift out, same day
Sep 18, 2019 to Feb 28, 2024factForm ADV

Registered with (17)

← JAMES GEORGE GOULDAdvisorregistration: previous registration
Aug 10, 2021 to Jan 30, 2026factForm ADV
← TODD DAVID GREENAdvisorregistration: previous registration
Sep 7, 2021 to Jan 30, 2026factForm ADV
← FREDERICK JAMES MINGESAdvisorregistration: previous registration
Jan 22, 2016 to Jan 30, 2026factForm ADV
← JODY JOHN ROSSITERAdvisorregistration: previous registration
Aug 26, 2021 to Jan 30, 2026factForm ADV
← STEPHEN THOMAS MITCHELLAdvisorregistration: previous registration
Feb 7, 2023 to Jan 30, 2026factForm ADV
← Megan KoniecznyAdvisorregistration: previous registration
Oct 8, 2024 to Jan 30, 2026factForm ADV
← CHRISTOPHER READE MIRRIONEAdvisorregistration: previous registration
Nov 22, 2021 to Jan 30, 2026factForm ADV
← Andrew Kennedy KayAdvisorregistration: previous registration
Sep 22, 2021 to Jan 30, 2026factForm ADV
← Justin A. SansoneAdvisorregistration: previous registration
Sep 16, 2021 to Jan 30, 2026factForm ADV
← Timothy John TindallAdvisorregistration: previous registration
Oct 19, 2021 to Jan 30, 2026factForm ADV
← KEVIN RUSTERAdvisorregistration: previous registration
Nov 22, 2021 to Jan 30, 2026factForm ADV
← Eric William MorrisAdvisorregistration: previous registration
Sep 8, 2022 to Jan 30, 2026factForm ADV
← Douglas N EmblidgeAdvisorregistration: previous registration
Jan 9, 2023 to Jan 30, 2026factForm ADV
← COLE T SCHMITTAdvisorregistration: previous registration
Sep 2, 2022 to Jul 12, 2025factForm ADV
← Roshan PatelAdvisorregistration: previous registration
Jul 30, 2021 to Sep 2, 2022factForm ADV
← KATHARINE CLARK EARHARTAdvisorregistration: previous registration
May 10, 2016 to Sep 18, 2019factForm ADV
← MAYA LIS TUSSINGAdvisorregistration: previous registration
May 10, 2016 to Sep 18, 2019factForm ADV

Controls (7)

← GOULD, JAMES, GEORGEOwnerPRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, MANAGER, MEMBER, ownership code D, individual
Mar 29, 2012 to Mar 28, 2024factForm ADV
← GREEN, TODD, DAVIDOwnerPRINCIPAL, MEMBER, ownership code A, individual
Mar 29, 2012 to Mar 28, 2024factForm ADV
← MINGES, FREDERICK, JAMESOwnerPRINCIPAL, TREASURER, MEMBER, MANAGER, ownership code A, individual
Mar 29, 2012 to Mar 28, 2024factForm ADV
← BRODHEAD, CHRISTOPHER, JOSEPHOwnerCHIEF GROWTH OFFICER, MEMBER, ownership code A, individual
Mar 31, 2022 to Mar 28, 2024factForm ADV
← MIRRIONE, CHRISTOPHER, READEOwnerCHIEF INVESTMENT OFFICER, MEMBER, MANAGER, SECRETARY, ownership code NA, individual
Oct 21, 2020 to Mar 28, 2024factForm ADV
← KIRCHER, BENTON, FRANKOwnerCHIEF COMPLIANCE OFFICER, MEMBER, ownership code NA, individual
Jan 18, 2023 to Mar 28, 2024factForm ADV
← BURKE, SUSAN, MICHELLEOwnerVP OF ADMINISTRATION, MEMBER, ownership code NA, individual
Mar 23, 2023 to Mar 28, 2024factForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jan 30, 2026
Firm absorbed
Alesco Advisors LLC's advisors moved to Alesco Advisors, LLC, AN Esl Company (Pittsford, NY): 13 of 13 registered, on the same day
Form ADVobserved 4 days ago
13 advisors
Occurred
Jul 12, 2025
Advisor changed firm
Cole T Schmitt left Alesco Advisors Llc for Compound Planning, Inc. (registered 2025-07-18)
Form ADVobserved 4 days ago
Occurred
Mar 23, 2023
Control person joined
Michelle Susan Burke (Vp Of Administration, Member) appeared on Schedule A of Alesco Advisors Llc
Form ADVobserved 4 days ago
Occurred
Jan 18, 2023
Control person joined
Benton Kircher (Chief Compliance Officer, Member) appeared on Schedule A of Alesco Advisors Llc
Form ADVobserved 4 days ago
Occurred
Jan 18, 2023
Control person left
Dana Jeffrey Bradley (Chief Compliance Officer, Member) no longer on Schedule A of Alesco Advisors Llc (listed 2023-01-12, absent 2023-01-18)
Form ADVobserved 4 days ago
Occurred
Sep 2, 2022
Advisor changed firm
Roshan Patel left Alesco Advisors Llc for Jordan Park Group Llc (registered 2022-09-08)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2022
Control person joined
Christopher Brodhead (Chief Growth Officer, Member) appeared on Schedule A of Alesco Advisors Llc
Form ADVobserved 4 days ago
Occurred
Oct 21, 2020
Control person joined
Reade Christopher Mirrione (Chief Investment Officer, Member) appeared on Schedule A of Alesco Advisors Llc
Form ADVobserved 4 days ago

Show 2 bookkeeping events

Occurred
Feb 2, 2026
Alesco Advisors Llc no longer on the SEC adviser roster (last listed 2026-01-02, RAUM $4.8B)
Occurred
Mar 31, 2022
Alesco Advisors Llc reported 13 state-registered advisory representatives, up from 1 (2021-03-31 to 2022-03-31)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eee06494-764e-0d8f-fd32-035159d88bb8
First observed: Mar 29, 2012
Last observed: Mar 26, 2025 18 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ALESCO ADVISORS LLC

CRD 108590

PITTSFORD, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:eee06494-764e-0d8f-fd32-035159d88bb8

Data as of Mar 26, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:31 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRODHEAD, CHRISTOPHER, JOSEPH

CHIEF GROWTH OFFICER, MEMBER

yes

05/2021

Mar 31, 2022

Mar 28, 2024

BURKE, SUSAN, MICHELLE

VP OF ADMINISTRATION, MEMBER

yes

01/2023

Mar 23, 2023

Mar 28, 2024

GOULD, JAMES, GEORGE

PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, MANAGER, MEMBER

yes

02/2000

Mar 29, 2012

Mar 28, 2024

GREEN, TODD, DAVID

PRINCIPAL, MEMBER

yes

07/2007

Mar 29, 2012

Mar 28, 2024

KIRCHER, BENTON, FRANK

CHIEF COMPLIANCE OFFICER, MEMBER

yes

01/2023

Jan 18, 2023

Mar 28, 2024

MINGES, FREDERICK, JAMES

PRINCIPAL, TREASURER, MEMBER, MANAGER

yes

11/2009

Mar 29, 2012

Mar 28, 2024

MIRRIONE, CHRISTOPHER, READE

CHIEF INVESTMENT OFFICER, MEMBER, MANAGER, SECRETARY

yes

10/2020

Oct 21, 2020

Mar 28, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 26, 2025

$4.8B

n/a

2023

Mar 28, 2024

$4.4B

n/a

2022

Mar 23, 2023

$4.2B

n/a

2021

Mar 31, 2022

$4.4B

n/a

2020

Mar 31, 2021

$4.2B

n/a

2019

Mar 30, 2020

$3.5B

n/a

2018

Mar 29, 2019

$3.4B

n/a

2017

Mar 29, 2018

$3.3B

n/a

2016

Mar 28, 2017

$2.8B

n/a

2015

Mar 23, 2016

$2.4B

n/a

2014

Mar 27, 2015

$2.2B

n/a

2013

Mar 27, 2014

$2.0B

n/a

2012

Apr 1, 2013

$1.7B

n/a

2011

Mar 29, 2012

$1.4B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$4.8B

$4.4B

8.6%

$4.4B

3.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ALESCO ADVISORS, LLC, AN ESL COMPANY

Jan 30, 2026

Feb 10, 2026

PITTSFORD, NY

Firm absorbed

RIA to RIA

100.0%

FAIRLIGHT ADVISORS

Sep 18, 2019

Feb 28, 2024

PITTSFORD, NY

Team lift out

Other

66.7%