AD Deum Funds, LLC

Overview

AD Deum Funds, LLC operates as a small independent registered investment adviser focused on direct portfolio management for individuals, families and pooled vehicles. The firm provides financial planning and portfolio management for both individual/small business clients and for pooled investment vehicles, and it acts as sponsor, general partner and managing member for at least one private pooled vehicle. Its fee model is varied — the firm uses percentage-of-AUM fees alongside hourly, subscription, fixed and performance-based arrangements — which allows it to tailor billing to different client types and fund structures. Investment activity centers on liquid public markets as the core allocation, supplemented by a private hedge fund the firm advises and targeted allocations to real assets. AD Deum appears to favor exchange-traded equities and ETFs for day-to-day portfolio construction while using pooled vehicles and private funds to deliver exposure to real estate, commodities and energy-related strategies. The firm does not position itself as an ESG investor and is structured to serve a compact client base with more bespoke, sponsor-level involvement in alternative vehicles.

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Public Holdings

Investments & Alternatives

Location & Offices