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Alesco Advisors

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uuid000a13d

Namestring
Alesco Advisors
Legal namestring
Alesco Advisors, LLC, An ESL Company
Websiteurl
alescoadvisors.com
Company typeenum
Private
Founded yearint
2000
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersPittsford, United States
HQ citystring
Pittsford
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
wealth management services, investment advisory, outsourced CIO services, retirement plan consulting, fiduciary advisory
Industry5 codes
1Registered Investment Advisor (RIA) Wealth Management
CodeFSAEABAAPrimaryYes
2Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions)
CodeFSAAACAGPrimaryNo
3Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b))
CodeFSAAACAFPrimaryNo
4Financial Planning–Led RIAs
CodeFSAAACABPrimaryNo
5Portfolio Management–Led RIAs (Discretionary/Model-Based)
CodeFSAAACACPrimaryNo
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Investment Advice6282
Product category
Wealth Management & Investment Advisory
Social media profiles1 record
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Asset Under Management (AUM) Fees
TypeSubscription Recurring
Description

The primary revenue stream is advisory fees based on assets under management. Client advisory fees are typically calculated as a percentage of AUM, billed semi-annually in advance. The firm also offers fixed fee arrangements in certain instances and charges separate financial planning fees for non-investment management clients.

alescoadvisors.com
Marketing channels3 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels3 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Pricing details6 tiers
1$0 - $500,000: 0.90% annually
ModelSubscriptionBilling cadenceSemi-annual (in advance)
Notes

Tiered fee schedule for managed accounts. First tier: 0.90% annually for amounts between $0-$500,000.

alescoadvisors.com
2$500,000 - $2,000,000: 0.60% annually
ModelSubscriptionBilling cadenceSemi-annual (in advance)
Notes

Second tier: 0.60% annually for amounts between $500,000-$2,000,000.

alescoadvisors.com
3$2,000,000 - $10,000,000: 0.40% annually
ModelSubscriptionBilling cadenceSemi-annual (in advance)
Notes

Third tier: 0.40% annually for amounts between $2,000,000-$10,000,000.

alescoadvisors.com
4$10,000,000 - $50,000,000: 0.35% annually
ModelSubscriptionBilling cadenceSemi-annual (in advance)
Notes

Fourth tier: 0.35% annually for amounts between $10,000,000-$50,000,000.

alescoadvisors.com
5Above $50,000,000: 0.30% annually
ModelSubscriptionBilling cadenceSemi-annual (in advance)
Notes

Fifth tier: 0.30% annually for amounts above $50,000,000.

alescoadvisors.com
6Minimum Account Size: $3 million
ModelSubscriptionBilling cadenceSemi-annual (in advance)
Notes

Non-managed account program relationships have a stated minimum of $3 million, though exceptions exist for relationships with potential to achieve this minimum.

alescoadvisors.com
GTM typeB2B and B2C
B2B and B2C
Offering typeServices
Services
Core offering1 text field

Alesco Advisors is a registered investment adviser (RIA) that delivers tailored wealth and investment management services, including discretionary portfolio management, asset allocation, and financial planning. The firm specializes in Outsourced Chief Investment Officer (OCIO) services for nonprofit institutions and endowments, comprehensive planning for high-net-worth families and individuals, and retirement plan consulting for employer-sponsored plans. Investment portfolios are built using an index-centric/passive investment philosophy.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Alesco Advisors is a registered investment adviser offering a unified wealth and investment management platform. The core offering combines OCIO (Outsourced Chief Investment Officer) services for institutional clients, comprehensive wealth management for high-net-worth families and individuals, and retirement plan consulting for employers. Additional services include financial, tax, estate, and insurance planning. The firm operates managed account programs in partnership with RBC Wealth Management and LPL Financial. Their investment philosophy centers on index-centric, passive investments to optimize risk-adjusted returns.

Product and service5 records
1Wealth and Investment Management
CategoryWealth Management
Description

Comprehensive wealth and investment management services including asset allocation, investment advisory, and discretionary portfolio management for high-net-worth individuals and families, built on an index-centric/passive investment philosophy.

2OCIO (Outsourced Chief Investment Officer)
CategoryInstitutional Investment Management
Description

Outsourced Chief Investment Officer service providing discretionary portfolio management, investment policy consulting, asset allocation modeling, and strategic and tactical portfolio adjustments for nonprofit and corporate institutional clients.

3Retirement Plan Consulting
CategoryRetirement Plan Services
Description

Employer-sponsored retirement plan services addressing the specific needs of plan sponsors and their participants, including fiduciary responsibility guidance, 5500 filings, participant education, and investment selection.

4Financial, Tax, Estate and Insurance Planning
CategoryFinancial Planning Services
Description

Comprehensive planning services including financial planning, tax planning, estate planning, and insurance planning offered as part of the investment advisory relationship for HNW families and individuals.

5Managed Account Programs (RBC & LPL)
CategoryManaged Account Platform
Description

Partner programs with RBC Wealth Management and LPL Financial where Alesco serves as portfolio manager, offering managed account solutions with unique fee structures described in Alesco's Form ADV, Part 2A Brochure.

Scale indicator2 records

Each record includes

Type, Value, Description, Source

Partnership2 partners
1RBC Wealth Management
Strategic tierMinorTypeChannel Partner/ Reseller/ Distributor
Description

Alesco participates as a portfolio manager in managed account programs with RBC Wealth Management. These arrangements have unique characteristics and fee structures described in Alesco's Form ADV, Part 2A Brochure.

2LPL Financial
Strategic tierMinorTypeChannel Partner/ Reseller/ Distributor
Description

Alesco participates as a portfolio manager in managed account programs with LPL Financial. These arrangements have unique characteristics and fee structures described in Alesco's Form ADV, Part 2A Brochure.

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Peers10 records
1Creative Planning
TypeDirect peer
Description

Large independent RIA offering comprehensive wealth management, financial planning, and institutional advisory. Comparable full-service, fee-only fiduciary model targeting HNW and institutional clients.

2Russell Investments
TypeBroad incumbent
Description

Global asset manager and OCIO provider for institutional investors including nonprofits, endowments, and pension plans. Direct competitor in the institutional OCIO space Alesco targets.

3Cambridge Associates
TypeBroad incumbent
Description

Global investment consultant and OCIO provider for endowments, foundations, and pensions. Competes with Alesco for institutional OCIO mandates, particularly higher education endowments.

4Commonfund
TypeDirect peer
Description

Specialized OCIO and investment management firm focused on nonprofit institutions, foundations, and endowments. Highly comparable to Alesco's institutional OCIO book of 120+ nonprofits.

5Mercer Advisors
TypeDirect peer
Description

Large national RIA offering wealth management, financial planning, and OCIO services to HNW families and institutions. Directly comparable to Alesco in combining HNW advisory with institutional OCIO under a fiduciary model.

6Goldman Sachs Personal Financial Management
TypeBroad incumbent
Description

Wealth management arm of a major financial institution offering HNW advisory, financial planning, and institutional services. Represents the larger incumbent competition Alesco faces for HNW and institutional mandates.

7Captrust
TypeDirect peer
Description

National RIA providing investment advisory and OCIO services to institutions, retirement plans, and HNW clients. Closely mirrors Alesco's three-segment structure: institutions, families, and retirement plans.

8Waldron Private Wealth
TypeRegional player
Description

Mid-Atlantic focused RIA serving HNW families and institutions with wealth and investment management. Comparable regional full-service RIA with similar client profile and minimum-account structure.

9Brown Brothers Harriman - Investor Services
TypeBroad incumbent
Description

Private bank and OCIO provider serving foundations, endowments, and HNW families. Direct competitor for institutional OCIO mandates in the higher education and nonprofit segments.

10Mariner Wealth Advisors
TypeDirect peer
Description

National RIA delivering fiduciary wealth advisory, financial planning, and institutional services. Comparable multi-segment offering (HNW, institutional, retirement) and similar AUM-fee revenue model.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers1 record

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment3 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile3 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles6 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
Compliance1 record

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Alesco Advisors

Wealth Management & Investment Advisoryalescoadvisors.com

Alesco Advisors firmographics

Firmographics
Name
Alesco Advisors
Legal name
Alesco Advisors, LLC, An ESL Company
Website
https://alescoadvisors.com
Company type
Private
Founded year
2000
Operating status
Operating
Headcount range
11–50 employees
Ownership category
akta.pro rank

Alesco Advisors industry classification

Industry
Product category
Wealth Management & Investment Advisory
NAICS
Portfolio Management and Investment Advice (523940)
SIC
Investment Advice (6282)
akta.pro primary industry
Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
akta.pro secondary industries
Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF), Financial Planning–Led RIAs (FSAAACAB), Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

Keywords

  • Wealth management services
  • Investment advisory
  • Outsourced CIO services
  • Retirement plan consulting
  • Fiduciary advisory

Where Alesco Advisors is headquartered

Location

Headquarters

HQ city
Pittsford
HQ country
United States
HQ region
North America

Offices1 record

Markets served

Alesco Advisors business model

Business model
GTM type
B2B and B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

  1. Asset Under Management (AUM) Fees: The primary revenue stream is advisory fees based on assets under management. Client advisory fees are typically calculated as a percentage of AUM, billed semi-annually in advance. The firm also offers fixed fee arrangements in certain instances and charges separate financial planning fees for non-investment management clients.

Pricing tiers

ModelBillingPrice
SubscriptionSemi-annual (in advance)$0 - $500,000: 0.90% annually
SubscriptionSemi-annual (in advance)$500,000 - $2,000,000: 0.60% annually
SubscriptionSemi-annual (in advance)$2,000,000 - $10,000,000: 0.40% annually
SubscriptionSemi-annual (in advance)$10,000,000 - $50,000,000: 0.35% annually
SubscriptionSemi-annual (in advance)Above $50,000,000: 0.30% annually
SubscriptionSemi-annual (in advance)Minimum Account Size: $3 million

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Alesco Advisors product offering

Product offering

Core offering

Alesco Advisors is a registered investment adviser (RIA) that delivers tailored wealth and investment management services, including discretionary portfolio management, asset allocation, and financial planning. The firm specializes in Outsourced Chief Investment Officer (OCIO) services for nonprofit institutions and endowments, comprehensive planning for high-net-worth families and individuals, and retirement plan consulting for employer-sponsored plans. Investment portfolios are built using an index-centric/passive investment philosophy.

Product overview

Alesco Advisors is a registered investment adviser offering a unified wealth and investment management platform. The core offering combines OCIO (Outsourced Chief Investment Officer) services for institutional clients, comprehensive wealth management for high-net-worth families and individuals, and retirement plan consulting for employers. Additional services include financial, tax, estate, and insurance planning. The firm operates managed account programs in partnership with RBC Wealth Management and LPL Financial. Their investment philosophy centers on index-centric, passive investments to optimize risk-adjusted returns.

Differentiator

Problem solved

Functional benefit

Products and services

  • Wealth and Investment Management Comprehensive wealth and investment management services including asset allocation, investment advisory, and discretionary portfolio management for high-net-worth individuals and families, built on an index-centric/passive investment philosophy.
  • OCIO (Outsourced Chief Investment Officer) Outsourced Chief Investment Officer service providing discretionary portfolio management, investment policy consulting, asset allocation modeling, and strategic and tactical portfolio adjustments for nonprofit and corporate institutional clients.
  • Retirement Plan Consulting Employer-sponsored retirement plan services addressing the specific needs of plan sponsors and their participants, including fiduciary responsibility guidance, 5500 filings, participant education, and investment selection.
  • Financial, Tax, Estate and Insurance Planning Comprehensive planning services including financial planning, tax planning, estate planning, and insurance planning offered as part of the investment advisory relationship for HNW families and individuals.
  • Managed Account Programs (RBC & LPL) Partner programs with RBC Wealth Management and LPL Financial where Alesco serves as portfolio manager, offering managed account solutions with unique fee structures described in Alesco's Form ADV, Part 2A Brochure.

Companies that use Alesco Advisors

Customer profile

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Alesco Advisors technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Alesco Advisors partnerships and signals

Strategic signal

Partnerships

Two partnerships are on record, tiered minor.

  • RBC Wealth ManagementminorChannel Partner/ Reseller/ DistributorAlesco participates as a portfolio manager in managed account programs with RBC Wealth Management. These arrangements have unique characteristics and fee structures described in Alesco's Form ADV, Part 2A Brochure.
  • LPL FinancialminorChannel Partner/ Reseller/ DistributorAlesco participates as a portfolio manager in managed account programs with LPL Financial. These arrangements have unique characteristics and fee structures described in Alesco's Form ADV, Part 2A Brochure.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Alesco Advisors competitors and assessment

Company assessment

Direct peers

  • Creative Planning: Large independent RIA offering comprehensive wealth management, financial planning, and institutional advisory. Comparable full-service, fee-only fiduciary model targeting HNW and institutional clients.
  • Commonfund: Specialized OCIO and investment management firm focused on nonprofit institutions, foundations, and endowments. Highly comparable to Alesco's institutional OCIO book of 120+ nonprofits.
  • Mercer Advisors: Large national RIA offering wealth management, financial planning, and OCIO services to HNW families and institutions. Directly comparable to Alesco in combining HNW advisory with institutional OCIO under a fiduciary model.
  • Captrust: National RIA providing investment advisory and OCIO services to institutions, retirement plans, and HNW clients. Closely mirrors Alesco's three-segment structure: institutions, families, and retirement plans.
  • Mariner Wealth Advisors: National RIA delivering fiduciary wealth advisory, financial planning, and institutional services. Comparable multi-segment offering (HNW, institutional, retirement) and similar AUM-fee revenue model.

Broad incumbents

  • Russell Investments: Global asset manager and OCIO provider for institutional investors including nonprofits, endowments, and pension plans. Direct competitor in the institutional OCIO space Alesco targets.
  • Cambridge Associates: Global investment consultant and OCIO provider for endowments, foundations, and pensions. Competes with Alesco for institutional OCIO mandates, particularly higher education endowments.
  • Goldman Sachs Personal Financial Management: Wealth management arm of a major financial institution offering HNW advisory, financial planning, and institutional services. Represents the larger incumbent competition Alesco faces for HNW and institutional mandates.
  • Brown Brothers Harriman - Investor Services: Private bank and OCIO provider serving foundations, endowments, and HNW families. Direct competitor for institutional OCIO mandates in the higher education and nonprofit segments.

Regional players

  • Waldron Private Wealth: Mid-Atlantic focused RIA serving HNW families and institutions with wealth and investment management. Comparable regional full-service RIA with similar client profile and minimum-account structure.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Alesco Advisors social profiles

Digital presence

Alesco Advisors compliance and trust

Trust signal

Compliance1 record

Alesco Advisors financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Alesco Advisors leadership team

Management profile

Number of profiles

Profiles6 records

Alesco Advisors funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Alesco Advisors M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Alesco Advisors

What does Alesco Advisors do?

Alesco Advisors is a registered investment adviser (RIA) that delivers tailored wealth and investment management services, including discretionary portfolio management, asset allocation, and financial planning. The firm specializes in Outsourced Chief Investment Officer (OCIO) services for nonprofit institutions and endowments, comprehensive planning for high-net-worth families and individuals, and retirement plan consulting for employer-sponsored plans. Investment portfolios are built using an index-centric/passive investment philosophy.

Is Alesco Advisors a public or private company?

Alesco Advisors is a private company. It is classified as corporate owned and is currently operating.

When was Alesco Advisors founded?

Alesco Advisors was founded in 2000. It employs 11 to 50 people.

Where is Alesco Advisors based?

Alesco Advisors is headquartered in Pittsford, United States, in the North America region.

How does Alesco Advisors make money?

One revenue line is on record: asset Under Management (AUM) Fees.

Who are Alesco Advisors's main competitors?

Direct peers on record are Creative Planning, Commonfund, Mercer Advisors, Captrust and Mariner Wealth Advisors. Broad incumbents are Russell Investments, Cambridge Associates, Goldman Sachs Personal Financial Management and Brown Brothers Harriman - Investor Services. Waldron Private Wealth is listed as a regional player.

Does Alesco Advisors have an API?

No public API is recorded for Alesco Advisors.

What industry is Alesco Advisors in?

Alesco Advisors's product category is Wealth Management & Investment Advisory. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions). Its NAICS code is 523940 and its SIC code is 6282.

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Live signals
Defense WorldAlesco Advisors LLC An ESL Co Acquires 7,715 Shares of Microsoft Corporation $MSFTAlesco Advisors LLC An ESL Co increased its holdings in Microsoft Corporation by 61.5% in the first quarter by purchasing an additional 7,715 shares. The institutional investor's total holdings in Microsoft are valued at $7,499,000, reflecting ongoing institutional interest in the company. Microsoft continues to receive favorable analyses and strategic advancements in its cloud and AI operations.Defense WorldAlesco Advisors LLC An ESL Co Acquires 11,451 Shares of Amazon.com, Inc. $AMZNAlesco Advisors LLC increased its holdings in Amazon.com, Inc. by 89.5% during the first quarter, purchasing an additional 11,451 shares to own 24,247 shares worth approximately $5,050,000, according to its most recent SEC filing. Several other institutional investors also disclosed changes to their Amazon positions during the fourth quarter, including Elkhorn Partners Limited Partnership, which raised its holdings by 900%. The article additionally covers Amazon's earnings results, analyst ratings, insider trading activity, and key developments including its Zoox robotaxi service launching in Las Vegas.Defense WorldAlesco Advisors LLC An ESL Co Purchases New Shares in UnitedHealth Group Incorporated $UNHAlesco Advisors LLC purchased a new position of 2,468 shares in UnitedHealth Group (NYSE:UNH) valued at approximately $668,000, according to the firm's Q1 13F filing with the SEC. Multiple other institutional investors also adjusted their stakes in UNH during the quarter, including Founders Capital Management LLC, Kellett Wealth Advisors LLC, Successful Portfolios LLC, Bell Investment Advisors Inc, and McLean Asset Management Corp. UnitedHealth Group reported Q2 earnings of $6.38 EPS, beating consensus estimates of $4.94, with revenue of $112.03 billion, and recently increased its quarterly dividend to $2.32 per share from $2.21, while analyst ratings remain broadly bullish with price targets ranging from $453 to $516.Defense WorldAlesco Advisors LLC An ESL Co Invests $1.75 Million in Lam Research Corporation $LRCXAlesco Advisors LLC disclosed a new position in Lam Research Corporation, purchasing 8,211 shares valued at approximately $1.75 million in the first quarter, per its SEC filing. Several other institutional investors, including Himension Capital Singapore PTE. LTD., Baader Bank Aktiengesellschaft, and DJE Kapital AG, also adjusted their holdings in Lam Research during the same period. Lam Research reported quarterly earnings of $1.47 per share, beating the $1.36 consensus estimate, with revenue of $5.84 billion for the quarter, up 23.8% year-over-year.Defense WorldAlesco Advisors LLC An ESL Co Invests $912,000 in BlackRock $BLKAlesco Advisors LLC acquired a new stake in BlackRock during the first quarter, purchasing 948 shares valued at approximately $912,000, according to the firm's SEC filing. The article also details broader institutional investor activity, with multiple funds including Legal & General Group Plc, Thrivent Financial for Lutherans, and Capital Research Global Investors adjusting their positions in BlackRock during the fourth quarter. BlackRock reported quarterly earnings of $13.91 per share, beating consensus estimates by $1.22, with revenue of $7.08 billion representing a 30.6% year-over-year increase.Defense WorldAlesco Advisors LLC An ESL Co Takes $986,000 Position in Applied Materials, Inc. $AMATAlesco Advisors LLC acquired approximately $986,000 worth of Applied Materials, Inc. shares in Q1, with multiple other institutional investors including Insight Advisors, Saturna Capital, Danica Pension, ABN Amro Investment Solutions, and PNC Financial Services also adjusting their positions in the semiconductor equipment manufacturer. Wolfe Research, Mizuho, Susquehanna, and Sanford C. Bernstein all raised price targets and maintained "outperform" or "buy" ratings, reflecting strong analyst confidence in the company. Applied Materials reported Q2 earnings of $2.86 EPS, beating estimates by $0.18, with revenue of $7.91 billion up 11.4% year-over-year, and recently declared a $0.53 quarterly dividend.Defense WorldAlesco Advisors LLC An ESL Co Takes $730,000 Position in MercadoLibre, Inc. $MELIAlesco Advisors LLC purchased a new position in MercadoLibre, Inc. during the first quarter, acquiring 422 shares valued at approximately $730,000, joining other institutional investors who also established or added positions in recent quarters. The article reports MercadoLibre posted quarterly earnings of $8.23 per share, missing consensus estimates by $0.52, though revenue of $8.85 billion beat expectations and grew 49% year-over-year. Director Alejandro Nicolas Aguzin separately purchased 600 additional shares for approximately $993,558, increasing the director's stake by 12.62%.Defense WorldAlesco Advisors LLC An ESL Co Takes $713,000 Position in ServiceNow, Inc. $NOWAlesco Advisors LLC purchased 6,816 shares of ServiceNow, Inc. during the first quarter, valued at approximately $713,000, according to its Form 13F filing with the SEC. Major institutional investors including Vanguard Group, State Street Corp, Price T Rowe Associates, Geode Capital Management, and Morgan Stanley significantly increased their stakes in ServiceNow during the fourth quarter, with combined holdings worth over $30 billion. ServiceNow reported first-quarter earnings of $0.97 EPS on revenue of $3.77 billion, up 22.1% year-over-year, with a consensus analyst rating of 'Moderate Buy' and an average target price of $139.12.Defense WorldAlesco Advisors LLC An ESL Co Buys Shares of 5,994 The TJX Companies, Inc. $TJXAlesco Advisors LLC purchased 5,994 shares of The TJX Companies, Inc. valued at approximately $957,000 in the first quarter, according to its Form 13F filing with the SEC, joining several other institutional investors who increased their positions in the apparel and home fashions retailer. Meanwhile, CEO Ernie Herrman sold 10,002 shares and Chairman Carol Meyrowitz sold 55,624 shares totaling nearly $20.96 million in insider sales over the past 90 days. TJX Companies reported quarterly earnings of $1.19 per share, beating consensus estimates by $0.17, with revenue of $14.32 billion, up 9.2% year-over-year, while also announcing a quarterly dividend of $0.48 per share.Defense WorldAlesco Advisors LLC An ESL Co Makes New $765,000 Investment in Cadence Design Systems, Inc. $CDNSAlesco Advisors LLC purchased 2,752 shares of Cadence Design Systems, Inc. stock valued at approximately $765,000 during the first quarter, according to an SEC filing. Multiple other institutional investors, including Temasek Holdings, DJE Kapital AG, and PNC Financial Services Group, also modified their positions in Cadence Design Systems during the same period. Cadence Design Systems reported quarterly earnings of $1.96 per share, beating analyst estimates by $0.05, with revenue of $1.47 billion representing an 18.6% year-over-year increase.