AIP
Alexis Investment Partners LLC Portfolio
Invests via Alexis Investment Partners LLC | Managed by Jason Browne, Alexis Browne Roberts
Invests via Alexis Investment Partners LLC
Managed by Jason Browne, Alexis Browne Roberts
Automatically Tracked
Company Profile
Regional private investment firm focused on real estate and alternative asset strategies. Alexis Investment Partners LLC manages equity and structured capital for middle-market property and development transactions, offering sponsor-level co-investments, preferred-equity and JV structures. The firm positions itself as a value-oriented, execution-focused partner for operators seeking flexible capital solutions.
Regional private investment firm focused on real estate and alternative asset strategies. Alexis Investment Partners LLC manages equity and structured capital for middle-market property and development transactions, offering sponsor-level co-investments, preferred-equity and JV structures. The firm positions itself as a value-oriented, execution-focused partner for operators seeking flexible capital solutions.
Investment Philosophy & Strategy
Deploys regionally focused private capital into middle‑market real estate and alternative assets, favoring sponsor co‑investments, preferred equity and JV structures that balance income and upside. Emphasizes value-oriented underwriting, pro forma stress testing, and structured capital solutions to improve deal certainty and protect downside. Targets stabilized cash flow or near-term value‑add opportunities with 3–7 year hold horizons, active asset management, and alignment with operating partners through flexible, execution‑focused capital commitments.
Deploys regionally focused private capital into middle‑market real estate and alternative assets, favoring sponsor co‑investments, preferred equity and JV structures that balance income and upside. Emphasizes value-oriented underwriting, pro forma stress testing, and structured capital solutions to improve deal certainty and protect downside. Targets stabilized cash flow or near-term value‑add opportunities with 3–7 year hold horizons, active asset management, and alignment with operating partners through flexible, execution‑focused capital commitments.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
11.98%
Gain
Monthly
0.61%
Yearly
7.61%
Drawdown
16.48%
$169.18M
Equity
Holdings
$169.18M
Investment
$138.02M
$55.57M
Profit -$1.32M
Realized
$24.41M
Unrealized
$31.16M
Dividends
$6.61M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.32M
Win %
84%
This Week
Compared To Last Week
Gain
-3.24%
Profit
-$5.67M
Win %
84%
This Month
Compared to last month
Gain
-3.68%
Profit
-$6.47M
Win %
84%
This Year
Compared to last year
Gain
16.18%
Profit
$23.95M
Win %
78%
CSCO Cisco Systems, Inc.
+2.24%
+$20,125.26 
ORCL Oracle Corporation
+1.49%
+$11,867.75 
XLI Industrial Select Sector SPDR Fund
+0.47%
+$11,856.34 
HD The Home Depot, Inc.
+0.37%
+$904.81 
RSP Invesco S&P 500 Equal Weight ETF
+0.1%
+$8,591.81 
VIG Vanguard Dividend Appreciation ETF
+0.04%
+$3,977.2 
SHV iShares Short Treasury Bond ETF
+0.04%
+$1,431.94 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$2,974.68 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.04%
+$2,474.74 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$2,542.01 
META Meta Platforms Inc Class A
-4.51%
-$46,393.53 
AMAT Applied Materials, Inc.
-4.43%
-$228,967.81 
TSLA Tesla, Inc.
-2.58%
-$37,344.75 
GOOGL Alphabet Inc
-2.39%
-$46,472.29 
SMH VanEck Semiconductor ETF
-2.34%
-$167,559.34 
MSFT Microsoft Corp.
-2.01%
-$24,870.27 
NVDA NVIDIA Corporation
-1.74%
-$54,016.28 
V Visa Inc. Class A
-1.59%
-$25,168.96 
EEM iShares MSCI Emerging Markets ETF
-1.56%
-$105,027 
MGK Vanguard Mega Cap Growth ETF
-1.55%
-$149,405.35 
VUG Vanguard Growth ETF
-1.49%
-$120,148.02 
QQQ Invesco QQQ Trust, Series 1
-1.26%
-$99,542.71 
MAR Marriott International Inc. - Class A
-1.15%
-$17,951.08 
IMTM iShares MSCI International Momentum Factor ETF
-1.08%
-$109,220.16 
IGV iShares Expanded Tech-Software Sector ETF
-0.62%
-$16,617 
FCX Freeport-McMoRan Inc.
-0.58%
-$6,250.9 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.53%
-$51,974.38 
AAPL Apple Inc.
-0.44%
-$7,574.69 
MTUM iShares MSCI USA Momentum Factor ETF
-0.41%
-$47,118.96 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.14%
-$2,367 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$12,889.1 
TJX The TJX Companies, Inc.
-0.1%
-$1,729.68 
CAT Caterpillar Inc.
-0.09%
-$2,222.94 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.04%
-$3,563.28 
XLF Financial Select Sector SPDR Fund
-0.04%
-$788.12 Events
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Dividends
Dividend Analysis
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| Trades 355 | Longs Won 216/355 60% | Profit Factor 28.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $843,419.58 |
| Average Win $266,739.72 | Best Trade (Mar 30) $13.89M | Sharpe Ratio -9.17 |
| Average Loss -$14,707.81 | Worst Trade (Jun 29) -$531,981.68 | Z-Score 2.83 (99.53%) |
| Commissions $0 | Avg. Trade Length 8m 3d | Expectancy $156,539.14 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% |
| Consecutive Losing Trades | 11,494 | 10,345 | 9,195 | 8,046 | 6,897 | 5,747 | 4,598 | 3,448 | 2,299 | 1,149 |
Hover over the desired column for a detailed explanation.
Returns
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