$450.0K Total AUM
$450.0K Disc. AUM
-- 3Y CAGR
3 Employees
4 ADV. Clients
4 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-2022
- Office Locations
- 1
Office Locations
6 Liberty Square No. 2352 Boston MA
About Adaptive Advisers, LLC
Adaptive Advisers, LLC is a Boston, MA investment advisory firm serving retail clients. Public filings indicate a risk-management orientation, using mutual funds and a derivatives-focused SMA allocation in its portfolios. The firm is led by managing member and Chief Compliance Officer Dazhen Sun.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$112.5K AVG AUM / CLIENT
4.5 yrs AVG TENURE
3 Employees
0 Advisory Reps
0 RIA Reps
4yrs Firm Age
Insights
Available
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Investment Themes
Available
Investment Vehicles
Available
Owner & Executives
D
Dazhen Sun
Chief Compliance Officer, Managing Member
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $450,000 | $225,000 |
| Non-Discretionary | $0 | -- |
| Total | $450,000 | $225,000 |
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Separately Managed Accounts
Total SMA Asset: Available
Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Derivatives | Available | Available |
| Total | Available | Available |
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