Ellison Investment Advisors

Larry Ellison is the founder and ultimate decision-maker. David Kerko serves as Chief Investment Officer, overseeing day-to-day portfolio management. Ellison retains significant personal influence over major allocations (public record).

EIA invests across a broad range of asset classes, including direct private equity, venture capital, real estate, and hedge funds. It targets both liquid and illiquid opportunities, with a focus on technology-related investments. The firm operates without external capital, serving solely Ellison's wealth.

Typical sourcing comes from direct relationships within Ellison's network, including Oracle and Silicon Valley contacts. The firm also leverages its real estate and private equity team for proprietary opportunities. EIA does not rely on external fundraising or placement agents.

No, the portfolio spans technology, real estate, venture capital, and hedge funds. Known holdings include QTS Realty Trust (data centers) and Hawaiian island Lanai. The firm diversifies across sectors but retains a technology bias.

Primarily North America, with notable investments in Hawaii (real estate) and technology assets globally. The firm has no public presence in emerging markets. Its offices are in San Francisco and Woodside, California.

Yes, it operates as a single family office managing Larry Ellison's personal wealth exclusively. It does not accept external capital or market to outside investors. The firm is distinct from Ellison's philanthropic endeavors such as the Ellison Medical Foundation.

Larry Ellison publicly disclosed approximately $10 billion in total assets under management for his family office structure in 2023 (public record). The exact AUM is not published, but estimates place it between $5 billion and $10 billion.