ADAMS FUNDS ADVISERS

Overview

Adams Funds Advisers is an SEC-registered limited liability company formed in 2015 that operates principally as an adviser to pooled investment vehicles. The firm charges fees as a percentage of assets under management and concentrates its activity on portfolio management for fund-level vehicles rather than direct retail relationships. It does not identify as an active ESG investor and is not structured as a pension consultant or capital allocator. The adviser is marked as a related adviser and lists affiliation with other investment-adviser entities and a CPO/CTA, which points to a setup where investment management, fund administration and trading-related functions may be split among affiliated firms. The combination of a pooled-vehicle focus and related-adviser relationships implies a fund-centric operating model rather than a broad advisory practice serving many individual household accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices