Adaptive Advisers, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 318716
- Registered since
- December 13, 2022
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Adaptive Advisers, LLC is an independent, single‑owner registered investment adviser that began SEC registration in 2022 and operates as an LLC. The firm targets individual and family clients and charges fees based on a percentage of assets under management. Its stated advisory activity is portfolio management for individuals and small businesses. The adviser does not identify itself as a capital allocator, is not positioned as an ESG investor, and does not report multi‑state adviser status.
Assets & Accounts
Investments & Alternatives
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
- Derivatives100%
Contacts
1 of 1Dazhen Sun
CCO, Managing MemberCRD 7515114
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 6 Liberty Sq
- Time zone
- ET (UTC-5)
- Office locations
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