Adams Street Advisors, LLC

RIASEC RegisteredEst. 2025
Total AUM
$672M
Discretionary
$672M
100% of AUM
Avg account
$672M
Accounts
1
Employees
318
Advisory reps
4

Firm details

Headquarters
Chicago, Illinois
CRD number
333783
Registered since
February 10, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies83.06%
  • Pooled Investment Vehicles16.94%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Adams Street Advisors, LLC is an institutional registered investment adviser that works primarily with institutional clients and provides portfolio management services for investment companies. The firm is organized as a limited liability company and is both a domestic entity and has individual ownership interests. Adams Street Advisors charges asset-based fees and may also earn performance-based fees, reflecting a mix of traditional advisory compensation and incentive arrangements typical for managers involved with pooled investment vehicles. The firm identifies as an active ESG investor and lists roles beyond advisory work, including acting as an investment adviser and sponsor, general partner, and managing member of pooled investment vehicles.

Assets & Accounts

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

3 of 3
  • Sara Dasse

    Sara Dasse

    Partner & Chief Compliance OfficerCRD 7343542

  • Eric Mansell

    Eric Mansell

    Partner & Chief Legal OfficerCRD 6927767

  • Michael Kurlander

    Michael Kurlander

    Partner & Chief Financial OfficerCRD 5372141

Contacts

1 of 1
  • Steven Montag

    Steven Montag

    PrincipalCRD 7722858

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
1 N Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth