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 an LLC and registered with the SEC in 2015. It serves institutional clients and bills on a percentage-of-AUM basis, with primary advisory activity centered on portfolio management for investment companies and for businesses or other institutions. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. Ownership is shown as a combination of a domestic entity and an individual.
Assets & Accounts
Public Holdings
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
- 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 55Active vs passive
$354M in ETFs
96%
$342M
3%
$12.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $96M | 147,679 | 27.10% |
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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