Adaptive Investments
Firm details
- Headquarters
- Alpharetta, Georgia
- CRD number
- 281201
- Registered since
- August 19, 2015
- Website
- www.adaptiveinv.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies99.27%
- Other0.73%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Adaptive Investments is an institutional registered investment adviser organized as a limited liability company and SEC-registered since 2015. It serves an institutional client base and charges fees based on a percentage of assets under management. Advisory activities focus on portfolio management for investment companies and for businesses or institutional clients. The firm is not identified as a capital allocator, is not an active ESG investor, and does not describe pension consulting or multi-state adviser activity in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities100%
Owners & executives
3 of 3
Gary Wetherington
Chief Investment OfficerCRD 2211231
Gregory Rutherford
President, CEOCRD 2459249
Brian Mackenzie
Chief Compliance OfficerCRD 5258949
Contacts
1 of 1Maria Brookhouser
Direct OwnerCRD 6702178
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$403M in ETFs
95%
$382M
3%
$21.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $44M | 231,176 | 10.93% |
Location
Alpharetta, GA
Fulton
Location
Alpharetta, GA
Headquartered in Alpharetta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 12600 Deerfield Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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