Adaero Capital Management, LLC

RIASEC Registered
Total AUM
$10.9M
Discretionary
$10.9M
100% of AUM
Avg account
$472K
Accounts
23
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
131438
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI71.16%
  • Individuals28.84%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Adaero Capital Management, LLC is a small, owner-managed advisory firm that focuses on discretionary portfolio management for individuals, families and select business or institutional clients. The firm charges a percentage-of-AUM fee and reports a clear equity tilt: its stated preference and largest exposure is to exchange-traded equities. Adaero does not present itself as an ESG-focused manager, and its regulatory profile indicates it operates as a single-state adviser without pension consulting or related-adviser lines. With a compact client base and concentrated equity exposure, the firm appears to run concentrated, liquid equity-based strategies rather than broad multi-asset or institutional liability-matching mandates.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 10%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • Peter Seligman

    President & FounderCRD 2913151

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth