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 has been SEC-registered since 2015. The firm lists an institutional client base and is identified in the data as performing commodity pool operator/commodity trading advisor (CPO/CTA) activities while also being affiliated as an "Other Investment Adviser." Its fee structure is recorded as "other." The profile notes the firm is not an active ESG investor, is not a multi-state adviser, and is not designated as a capital allocator or pension consultant.
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
Owners & executives
3 of 4
Janis 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 9Active vs passive
$193M in ETFs
100%
$193M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) HEALTH CARE SELECT SECTOR SPDR(R) ETF (XLV) | State Street | Passive | Health | $41.8M | 285,000 | 21.69% |
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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