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Ellison Investment Advisors
ELLISON INVESTMENT ADVISORS is a state-registered investment adviser in FAIRFAX, VA. The firm manages approximately $24 million in regulatory assets.
Overview
ELLISON INVESTMENT ADVISORS is a state-registered investment adviser in FAIRFAX, VA. The firm manages approximately $24 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
1990
Location
Region
North America
Country
United States
City
Fairfax
Corporate office
San Francisco, CA, United States
Additional offices
Woodside, CA
Principals
Larry Ellison
Founder
David Kerko
Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at 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).
What is the investment strategy of Ellison Investment Advisors?
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.
How does Ellison Investment Advisors source deal flow?
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.
Does Ellison Investment Advisors only invest in technology?
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.
What geographic regions does Ellison Investment Advisors focus on?
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.
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