ADAM & PARTNERS INVESTMENT ADVISORS, LLC
ADAM & PARTNERS INVESTMENT ADVISORS, LLC of PALM BEACH GARDENS, FL is an SEC-registered investment adviser (CRD 142006). Regulatory assets under management: $77.5M.
Registration
- CRD: 142006
- SEC file number: 801-67278
- Type: Registered investment adviser
- Location: 3801 PGA BOULEVARD, SUITE 600 AND 602, PALM BEACH GARDENS, FL, 33410
- Phone: 212-213-6053
- Latest filing: 2016-03-15
- Regulatory AUM: $77.5M
- Discretionary AUM: $77.5M
- Clients: 4
- Accounts: 3
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| ADAM STUART | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; SHAREHOLDER | — |
Private funds (2)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| ADAM & PARTNERS BETA FUND LTD. | Hedge Fund | — | 15 | $65.3M | $1.0M |
| ADAM & PARTNERS BETA FUND, LLC | Hedge Fund | — | 9 | $11.6M | $1.0M |
Fund service providers (1)
- administrator: STRATA FINANCIAL SOLUTIONS LLC — 2 funds
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