Disruptive Technology Advisers LLC

RIASEC RegisteredEst. 2019
Total AUM
$7.7B
Discretionary
$7.7B
100% of AUM
Avg account
$274M
Accounts
28
Employees
16
Advisory reps
5

Firm details

Headquarters
Dallas, Texas
CRD number
164828
Registered since
July 9, 2019
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Disruptive Technology Advisers LLC is an institutional registered investment adviser formed as an LLC and registered with the SEC in 2019. The firm serves institutional clients and focuses its advisory work on managing pooled investment vehicles. Its ownership structure includes both a domestic entity and an individual, and its fee arrangements are a mix of asset-based fees, fixed fees, and performance-based fees. The firm is not designated as a capital allocator, does not identify as an active ESG investor, and is not described as a multi-state adviser under the source data.

Assets & Accounts

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

Owners & executives

3 of 3
  • Phillip Caputo

    Phillip Caputo

    Chief Financial OfficerCRD 7128428

  • Miles Edwards

    Chief Compliance OfficerCRD 2040332

  • Alexander Davis

    Alexander Davis

    Chairman & CEOCRD 4741207

Contacts

2 of 2
  • Joy Royal

    CRD 8326251

  • Michael Watson

    Michael Watson

    PartnerCRD 7464745

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
200 Crescent Ct
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth