$1.2M Total AUM
$1.2M Disc. AUM
-- 3Y CAGR
2 Employees
23 ADV. Clients
7 yrs Firm Age
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- Custodian
- Altruist · Interactive Brokers · JP Morgan · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-19-2018
- Office Locations
- 1
Office Locations
-- South Riding VA
About AD Deum Funds, LLC
AD Deum Funds, LLC is a South Riding-based RIA. The firm has been operating for 7 years. Managing $1.2M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Interactive Brokers.
Team overview
-- AVG AGE
$622.4K AVG AUM / ADVISOR
$54.1K AVG AUM / CLIENT
4.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Jason Daniel DeLorenzo
Principal, PRINCIPAL OWNER
- CRD
- #6988661
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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R
ROBERT L FREDEEN III
--
- CRD
- #6241490
Available
Available
Available
Showing 1 of 2 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,244,732 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,244,732 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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