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:
35.98%
Gain -0.34%
Monthly
1.81%
Yearly
24.13%
Drawdown
16.26%
$173.75M
Equity
Holdings
$173.75M
Investment
$138.02M
$60.14M
Profit -$623,855.8
Realized
$24.41M
Unrealized
$35.73M
Dividends
$6.1M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.34%
Profit
-$623,855.8
Win %
80%
This Week
Compared To Last Week
Gain
0.99%
Profit
$1.7M
Win %
80%
This Month
Compared to last month
Gain
0.99%
Profit
$1.7M
Win %
80%
This Year
Compared to last year
Gain
-41.03%
Profit
-$107.35M
Win %
76%
META Meta Platforms Inc Class A
+4.24%
+$39,241.8 
TJX The TJX Companies, Inc.
+2.75%
+$48,780.36 
AMAT Applied Materials, Inc.
+2.19%
+$98,774.08 
CAT Caterpillar Inc.
+1.83%
+$47,566.5 
MTUM iShares MSCI USA Momentum Factor ETF
+1.09%
+$132,381.84 
SMH VanEck Semiconductor ETF
+0.91%
+$72,260.86 
MAR Marriott International Inc. - Class A
+0.8%
+$12,569.96 
HD The Home Depot, Inc.
+0.48%
+$1,043.99 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$424.95 
TSLA Tesla, Inc.
0%
+$59.25 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SHV iShares Short Treasury Bond ETF
0%
$0 
ORCL Oracle Corporation
-5.76%
-$90,323.2 
IGV iShares Expanded Tech-Software Sector ETF
-4.33%
-$129,784.5 
NVDA NVIDIA Corporation
-3.55%
-$118,506.96 
MSFT Microsoft Corp.
-3.11%
-$42,230.16 
AAPL Apple Inc.
-1.58%
-$25,487.69 
FCX Freeport-McMoRan Inc.
-1.46%
-$19,304.25 
VUG Vanguard Growth ETF
-1.22%
-$102,451.8 
EEM iShares MSCI Emerging Markets ETF
-1.22%
-$90,323.22 
CSCO Cisco Systems, Inc.
-1.17%
-$12,271.5 
V Visa Inc. Class A
-1.16%
-$15,941.76 
XLF Financial Select Sector SPDR Fund
-1.16%
-$23,446.57 
DIA SPDR Dow Jones Industrial Average ETF Trust
-1.14%
-$99,432.48 
MGK Vanguard Mega Cap Growth ETF
-1.12%
-$112,392.08 
GOOGL Alphabet Inc
-0.79%
-$15,664.22 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.41%
-$39,428.84 
RSP Invesco S&P 500 Equal Weight ETF
-0.4%
-$33,957.79 
IMTM iShares MSCI International Momentum Factor ETF
-0.35%
-$36,081.66 
QQQ Invesco QQQ Trust
-0.26%
-$21,736.65 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.24%
-$16,498.3 
VIG Vanguard Dividend Appreciation ETF
-0.22%
-$20,681.44 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.17%
-$3,219.12 
XLI Industrial Select Sector SPDR Fund
-0.09%
-$2,244.96 
MDY SPDR S&P MidCap 400 ETF Trust
-0.06%
-$5,807.24 Events
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Dividends
Dividend Analysis
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| Trades 355 | Longs Won 210/355 59% | Profit Factor 39.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $860,793.53 |
| Average Win $293,812.48 | Best Trade (Mar 30) $13.89M | Sharpe Ratio -8.61 |
| Average Loss -$10,742.41 | Worst Trade (Jun 29) -$531,981.68 | Z-Score 1.64 (89.99%) |
| Commissions $0 | Avg. Trade Length 7m 2w 3d | Expectancy $169,416.82 |
| 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% | 0.02% |
| Consecutive Losing Trades | 16,129 | 14,516 | 12,903 | 11,290 | 9,677 | 8,065 | 6,452 | 4,839 | 3,226 | 1,613 |
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Returns
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