ADNATE CAPITAL MANAGEMENT LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Nana Sarfo

    Managing DirectorCRD 8139824

  • Ben Avor

    Managing Partner and PrincipalCRD 8069503

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth