$5.8M Total AUM
$5.8M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- FrontierValue crest
- Established Date
- 06-01-2011
- Office Locations
- 1
Office Locations
-- Chapel Hill NC
About Adaptive Asset Management
Adaptive Asset Management is a Chapel Hill, NC-based boutique RIA providing asset management and asset allocation for retail clients, including entrepreneurs. Portfolios emphasize liquid vehicles such as ETFs and corporate bonds alongside cash. The firm is led by Managing Principal and CCO John Lightner Landes and custodies assets with Charles Schwab.
Team overview
-- AVG AGE
$5.8M AVG AUM / ADVISOR
$644.4K AVG AUM / CLIENT
15.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Pathway Peak radial Glacier unison Matrix Radial optima
Client Personas
Vector wave
Custodian
Delta Element pioneer Legacy Zenith Quantum Legacy
Fund Managers
Capital timber
Investment Themes
Peak Vertex Pathway
Investment Vehicles
Unison oak
Services
Capital meridian Fusion harbor
Technology
Pathway element Oak
Owner & Executives
J
JOHN LIGHTNER LANDES
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- --
- Ownership
- 75% or more
(763) 395-4709
capital.element@vectorcapital.com
in linkedin.com/in/harbor-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,800,000
Equity - Exchange:
21.7% Corporate - Investment Grade:
21.2% Cash:
11.2% Corporate - Non-Investment Grade:
8.1% U.S. Government/Agency:
19.7% Other:
18.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $291,505,877 | 21.7% |
| Corporate - Investment Grade | $284,789,152 | 21.2% |
| Cash | $150,454,646 | 11.2% |
| Corporate - Non-Investment Grade | $108,810,950 | 8.1% |
| U.S. Government/Agency | $264,638,976 | 19.7% |
| Other | $243,145,456 | 18.1% |
| Total | $1,343,345,057 | 100.0% |