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 organized as a corporation and is registered with the SEC (registration in 2015). The vehicle reports an institutional client base and is classified as having an individual owner type. It is not positioned as an ESG investor and does not operate as a multi-state adviser. The firm's publicly reported business activity is listed as CPO or CTA, and its fee structure is categorized as "Other." The corporate form, single-client account structure (see AUM & Accounts), and the CPO/CTA listing suggest the entity operates as an institutional pooled vehicle rather than a traditional retail RIA. Public filings indicate the adviser classification is "Other Investment Adviser."
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4Janis Kerns
Chief Compliance Officer & General CounselCRD 2608995

Mark Stoeckle
Chief Investment OfficerCRD 2820507

Brian Hook
Chief Financial OfficerCRD 6545341
Contacts
3 of 6
Douglas Swindell
President and Portfolio ManagerCRD 1411901

Lauriann Kloppenburg
Member, Board Of DirectorsCRD 4216151
Frederic Escherich
DirectorCRD 2637008
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$163M in ETFs
100%
$163M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) ETF (XLF) | State Street | Passive | Financial | $12.7M | 237,000 | 7.80% |
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
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