Adams Diversified Equity Fund, Inc.
Firm details
- Headquarters
- Baltimore, Maryland
- CRD number
- 281263
- Registered since
- August 24, 2015
- Website
- adamsfunds.com
- Fee structure
- Other
- Client types
- Investment Companies100%
Firm profile
FINTRXOverview
Adams Diversified Equity Fund, Inc. is a corporation that operates as an institutional registered investment adviser. The firm is registered with the SEC (registration year 2015) and serves an institutional client base. Its reported business activities include operating in a CPO/CTA capacity, and its published fee structure is categorized as "other." Public filings indicate the firm's investment program is focused primarily on publicly traded equities and exchange-traded funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
ETF holdings
1 of 6Active vs passive
$66.4M in ETFs
100%
$66.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $17.1M | 87,500 | 25.81% |
Location
Baltimore, MD
Baltimore City
Location
Baltimore, MD
Headquartered in Baltimore, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Baltimore City
- Address
- 500 E Pratt St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Greenhouse Funds Lllp
RIABaltimore, MD
Lasalle Investment Management Securities
RIABaltimore, MD
Patient Capital Management, LLC
RIABaltimore, MD
Rock Springs Capital
RIABaltimore, MD
Access Holdings Management Company LLC
RIABaltimore, MD
Campbell & Company Investment Adviser LLC
RIABaltimore, MD