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Grubb & Ellis Alesco Global Advisors, LLC (San Mateo)


Grubb & Ellis Alesco Global Advisors, LLC is an adviser based in San Mateo. It manages $23.77 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2008.

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Grubb & Ellis Alesco Global Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Grubb & Ellis Alesco Global Advisors: assets under management

The assets under management (AUM) of Grubb & Ellis Alesco Global Advisors, LLC is $23.77 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $23.77 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.75 million each.
Grubb & Ellis Alesco Global Advisors has custody of $10.39 thousand in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Grubb & Ellis Alesco Global Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Mateo

The principal office where Grubb & Ellis Alesco Global Advisors, LLC performs its advisory services is located at 400 El Camino Real, San Mateo, CA 94402, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 650-653-5600 or by fax 650-650-5610. The normal business hours are 8:00 -- 5:00 on Monday - Friday. You can find more information about the New York firm at www.alescoglobal.com.


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