Applied Derivative Research Or "Adr"
Firm details
- Headquarters
- ,
- CRD number
- 312490
- Registered since
- December 6, 2023
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Applied Derivative Research (Adr) is an independent, Maryland-registered LLC that provides discretionary portfolio management primarily for individual and family clients. The firm acts as a capital allocator and builds portfolios for individuals, pooled vehicles and institutional/business clients, and it also selects and oversees third‑party advisers. Its fees combine a percentage-of-AUM structure with the option for performance-based fees. Adr identifies as an active ESG investor and incorporates environmental, social or governance considerations into its investment process.
Assets & Accounts
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
- Cash & Cash Equivalents75%
- Exchange Traded Equities20%
- Non-Exchange Traded Equities5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations