ADAPTFIRST INVESTMENTS LLC

ADAPTFIRST INVESTMENTS LLC is an SEC-registered investment adviser (CRD 289096). Regulatory assets under management: $107.8M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 289096
• Type: Registered investment adviser
• Phone: 336-759-0300
• Latest filing: 2026-03-17
• Regulatory AUM: $107.8M
• Discretionary AUM: $107.1M
• Non-discretionary AUM: $675K
• Clients: 12
• Accounts: 913

Business model

Compensation: % of AUM, Hourly, Fixed, Subscription.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289096 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search