Investment adviser · CRD 285746
ALERCE INVESTMENT MANAGEMENT, L.P.
Investment adviser filing (IA)
CHICAGO, IL, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $227M Form ADV · Item 5.F
- Client accounts
- 26 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 13 | $217,778,554 | 96.0% |
| High-net-worth individuals | 12 | $5,454,317 | 2.4% |
| Charities | Fewer than 5 | $3,704,010 | 1.6% |
Filing source
Form ADV 2066562 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
13 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
ALERCE MEDICAL TECHNOLOGY PARTNERS, L.P.Private Equity Fund · Last reported Mar 27, 2026$77.2MGross asset value
Form D fundraising filings
Alerce Medical Technology Partners, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
CIBC BANK USA
LEI FDXQ75GPEQKRPWABYN63
COMPUTERSHARE TRUST COMPANY, N.A.
LEI 2549001YYB62BVMSAO13
J.P. MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-4745915863
- Reported beneficial owners
- 21
- Minimum commitment
- $10M
- Form D file number
- 021-530274
Form ADV 2066562 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ALERCE MEDICAL TECHNOLOGY PARTNERS, L.P., CLASS 2023-2Private Equity Fund · Last reported Mar 27, 2026$36.9MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
CIBC BANK USA
LEI FDXQ75GPEQKRPWABYN63
J.P. MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-3810231297
- Reported beneficial owners
- 46
- Minimum commitment
- $0
- Form D file number
- 021-530274
Form ADV 2066562 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ALERCE MEDICAL TECHNOLOGY PARTNERS, L.P., CLASS 2024-1Private Equity Fund · Last reported Mar 27, 2026$36.1MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
CIBC BANK USA
LEI FDXQ75GPEQKRPWABYN63
J.P. MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-4994464863
- Reported beneficial owners
- 20
- Minimum commitment
- $0
- Form D file number
- 021-530274
Form ADV 2066562 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SATTER MEDICAL TECHNOLOGY PARTNERS, L.P.Private Equity Fund · Last reported Mar 27, 2026$26.6MGross asset value
Form D fundraising filings
SATTER MEDICAL TECHNOLOGY PARTNERS, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
CIBC BANK USA
LEI FDXQ75GPEQKRPWABYN63
COMPUTERSHARE TRUST COMPANY, N.A.
LEI 2549001YYB62BVMSAO13
J.P. MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-9231249353
- Reported beneficial owners
- 39
- Minimum commitment
- $5M
- Form D file number
- 021-278079
Form ADV 2066562 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ALERCE MEDICAL TECHNOLOGY PARTNERS, L.P., CLASS 2025-2Private Equity Fund · Last reported Mar 27, 2026$12MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
CIBC BANK USA
LEI FDXQ75GPEQKRPWABYN63
J.P. MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-8246133487
- Reported beneficial owners
- 8
- Minimum commitment
- $0
- Form D file number
- 021-530274
Form ADV 2066562 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ALERCE MEDICAL TECHNOLOGY PARTNERS, L.P., CLASS 2023-1Private Equity Fund · Last reported Mar 27, 2026$8.83MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
CIBC BANK USA
LEI FDXQ75GPEQKRPWABYN63
J.P. MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-5140651652
- Reported beneficial owners
- 3
- Minimum commitment
- $0
- Form D file number
- 021-530274
Form ADV 2066562 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ALERCE MEDICAL TECHNOLOGY PARTNERS, L.P., CLASS 1APrivate Equity Fund · Last reported Mar 27, 2026$8.25MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
CIBC BANK USA
LEI FDXQ75GPEQKRPWABYN63
J.P. MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-7243245318
- Reported beneficial owners
- 12
- Minimum commitment
- $0
- Form D file number
- 021-530274
Form ADV 2066562 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
676 NORTH MICHIGAN AVE., SUITE 4000CHICAGO, IL, 60611-2895, United States
CRD 285746
Filing source
Form ADV 2066562 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.