Adam Capital

Overview

Adam Capital operates as a small, fee-based advisory firm that concentrates on active portfolio management for both individuals/families and pooled investment vehicles. The firm favors equity exposure and allocates heavily to non-exchange traded equity positions, suggesting an emphasis on private placements, restricted stock, direct business equity or OTC holdings rather than broad public market beta. Adam Capital also acts as a sponsor, general partner and managing member of pooled vehicles, indicating it structures and manages private funds in addition to running separate accounts. The firm’s client base is narrow and concentrated, which supports a high-touch, customized approach. Fee arrangements include a percentage of assets under management plus performance-based fees, a structure typically used where the adviser can take concentrated positions, run active strategies and align compensation with realized returns. Adam Capital is not positioned as an ESG-focused manager and does not operate across multiple states as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices