Adams Diversified Equity Fund, Inc.

RIASEC Registered
Total AUM
$3B
Discretionary
$3B
100% of AUM
Avg account
$3B
Accounts
1
Employees
20
Advisory reps
10

Firm details

Headquarters
Baltimore, Maryland
CRD number
281263
Registered since
August 24, 2015
Fee structure
Other
Client types
  • Investment Companies100%

Firm profile

FINTRX

Overview

Adams Diversified Equity Fund, Inc. is a corporation that operates as an institutional registered investment adviser. The firm is registered with the SEC (registration year 2015) and serves an institutional client base. Its reported business activities include operating in a CPO/CTA capacity, and its published fee structure is categorized as "other." Public filings indicate the firm's investment program is focused primarily on publicly traded equities and exchange-traded funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 6

Active vs passive

$66.4M in ETFs

Passive

100%

$66.4M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK)State StreetPassiveTechnology$17.1M87,50025.81%

Location

Primary office

Baltimore, MD

Baltimore City

Location

Baltimore, MD

Headquartered in Baltimore, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Baltimore City
Address
500 E Pratt St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth