# Ellison Investment Advisors

Ellison Investment Advisors is a RIA based in Fairfax, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Fairfax, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Founded:** 1990
- **Assets under management:** Undisclosed
- **Website:** ellison-investment-advisors.com

## Regulatory record

- **CRD number:** 116393
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-30T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/116393

## About

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.

## Sectors

- Technology
- Real Estate
- Private Equity
- Hedge Funds
- Venture Capital

## Offices

- Woodside, CA

## People

- Larry Ellison — Founder
- David Kerko — Chief Investment Officer

## 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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Last updated: 2026-07-06T01:24:15.921Z

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