Adaero Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 131438
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI71.16%
- Individuals28.84%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Adaero Capital Management, LLC is a small, owner-managed advisory firm that focuses on discretionary portfolio management for individuals, families and select business or institutional clients. The firm charges a percentage-of-AUM fee and reports a clear equity tilt: its stated preference and largest exposure is to exchange-traded equities. Adaero does not present itself as an ESG-focused manager, and its regulatory profile indicates it operates as a single-state adviser without pension consulting or related-adviser lines. With a compact client base and concentrated equity exposure, the firm appears to run concentrated, liquid equity-based strategies rather than broad multi-asset or institutional liability-matching mandates.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Contacts
1 of 1Peter Seligman
President & FounderCRD 2913151
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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