ADNATE CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- FAIRFAX, Virginia
- CRD number
- 335564
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Adnate Capital Management LLC is a limited liability company that operates primarily as a capital allocator. The firm focuses on providing portfolio management services to a diverse client base, which includes individuals, small businesses, pooled investment vehicles, and institutional clients. Adnate Capital Management is involved in selecting other advisers and engages in the sale of various financial products. While the firm does not actively pursue ESG investments, it maintains a clear focus on managing assets for its clients through tailored investment strategies.
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
Contacts
2 of 2Nana Sarfo
Managing DirectorCRD 8139824
Ben Avor
Managing Partner and PrincipalCRD 8069503
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FAIRFAX, VA
FAIRFAX CITY
Location
FAIRFAX, VA
Headquartered in FAIRFAX, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- FAIRFAX CITY
- Address
- 8280 Willow Oaks Corporate Dr
- Time zone
- ET (UTC-5)
- Office locations
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