$10.9M Total AUM
$10.9M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-09-2004
- Office Locations
- 1
Office Locations
-- Little Silver NJ
About Adaero Capital Management, LLC
ADAERO Capital Management, LLC is a New Jersey-based boutique RIA serving retail investors with discretionary portfolio management and portfolio construction. Its website is currently a placeholder page; public profile data indicates portfolios are primarily ETF-based with a cash sleeve, and the firm notes interest in cryptocurrency. Custody is reported at Charles Schwab & Co.
Team overview
-- AVG AGE
$10.9M AVG AUM / ADVISOR
$471.9K AVG AUM / CLIENT
22.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
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Custodian
Available
Services
Available
Technology
Available
Owner & Executives
P
PETER BRIAN SELIGMAN
Account Executive, Chief Compliance Officer, Managing Member
- CRD
- #2913151
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,854,836 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,854,836 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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