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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-03-2022
- Office Locations
- 1
Office Locations
About Applied Derivative Research OR "ADR"
Applied Derivative Research (ADR) is an investment management firm focused on sustainable returns and positive impact. Its philosophy centers on risk control to reduce the statistical probability of permanent capital loss while pursuing alpha. With global coverage and an extensive network, ADR evaluates both public and private opportunities across continents, with an impact/ESG and diversified asset-allocation orientation for a retail channel.
Team overview
Insights
Accredited Investors
Asset Classes
Investment Themes
Investment Vehicles
Technology
Owner & Executives
Chung Hei Sing
Chief Compliance Officer, Managing Partner
- CRD
- #7329649
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $100,000 | $20,000 |
| Non-Discretionary | $0 | -- |
| Total | $100,000 | $20,000 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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