ADAPTIVE ASSET MANAGEMENT

Overview

Adaptive Asset Management is a small, individual-owned wealth advisory LLC that manages concentrated, fee-based portfolios for nine individual and family clients. The firm tilts toward equities as its primary allocation tool, using exchange-traded instruments and separately managed account structures to implement core exposure and tactical ideas. Advisory services are focused on portfolio management for individuals and small businesses, with a straightforward percentage-of-AUM billing model and no stated emphasis on ESG integration. Portfolios appear structured for liquidity and cost-efficiency: with modest total assets, the firm favors exchange-traded vehicles that allow position-level control and easy rebalancing. Strategy execution seems centered on tailoring equity exposure across accounts rather than running large pooled funds. Adaptive Asset Management also allocates to third-party real estate managers to provide private-asset diversification alongside its public-market holdings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices