SourcingSourcing

ALESCO ADVISORS, LLC, AN ESL COMPANY

C35
CRD 339091·SEC 801-135008·PITTSFORD, NY
AUM
$5.61B
$1B+
Est. Revenue
$56.1M
@ 1% on AUM
Est. EBITDA
$16.8M
@ 30% margin
Est. Deal Value
$134.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ALESCO ADVISORS, LLC, AN ESL COMPANY
CRD
339091
SEC file #
801-135008
EIN
—
DBA names
—

Economics

AUM
$5.61B
AUM band
$1B+
AUM trajectory
—
Client mix
Individuals High Net Worth363
Individuals Other140
Charitable Organizations118
Corporations10
Pension Profit Sharing Plans8

Operations

Employees (total)
26
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
—
Primary office
PITTSFORD NY
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
04/20/2026
ADV-W filed at
—
Website
linkedin.com/company/alesco-advisors(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ESL HOLDCO, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
ESL HOLDCO, LLC
BURKE, SUSAN, MICHELLE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
13
Bc Firm IAR Count
13
Custodian Candidates
Full
Lpl Financial8
Charles Schwab6
E*trade4
Fidelity2
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (15)

15
GOULD, JAMES, GEORGE
IAR · Executive Officer · 2.5%
2177785
MINGES, FREDERICK, JAMES
IAR · Executive Officer · 2.5%
2761817
GREEN, TODD, DAVID
IAR · Executive Officer · 2.5%
2583266
MIRRIONE, CHRISTOPHER, READE
IAR · Executive Officer · 2.5%
7306974
BURKE, SUSAN, MICHELLE
Executive Officer · 2.5%
7710268
KIRCHER, BENTON, FRANK
Executive Officer · 2.5%
7687586
Timothy John Tindall
IAR
7425888
Douglas N Emblidge
IAR
7677363
KEVIN RUSTER
IAR
7430130
Megan Konieczny
IAR
7130042
JODY JOHN ROSSITER
IAR
3035243
Justin A. Sansone
IAR
7384413
Andrew Kennedy Kay
IAR
7384293
Eric William Morris
IAR
7627267
STEPHEN THOMAS MITCHELL
IAR
6320900