Alesia Investment Management LLC

The firm provides ongoing portfolio management and financial planning to individuals, high‑net‑worth clients, trusts and businesses, and documents client goals and constraints in an Investment Policy Statement for each account. It also manages client accounts on a discretionary basis when authorized and discloses relationships with related entities, including management of a private fund through an affiliated advisory vehicle, which may result in advisory recommendations tied to those products.

Investment decisions are informed primarily by fundamental analysis and the firm employs a range of strategies from long‑term positions to shorter‑term trading, including the use of short sales, margin and options, and investments in equities, mutual funds, ETFs and real‑estate funds. Accounts are reviewed regularly and qualified clients may be charged a performance fee (disclosed as 20% of capital appreciation), with the brochure noting that performance fees are assessed without the use of a high‑water mark.

Noteworthy distinctions from many peers include the firm’s role as sponsor/manager of a private fund and its affiliation with another advisory entity, both of which the brochure identifies as potential conflicts of interest requiring disclosure and client consent when applicable. The firm also accepts corporate/business clients (an uncommon client type for similar solo independent advisers), describes potential soft‑dollar benefits from custodians, and uses a third‑party platform to facilitate management of held‑away retirement accounts without taking custody.