Adams Street Advisors, LLC

RIASEC RegisteredEst. 2025
Total AUM
$672M
Discretionary
$672M
100% of AUM
Avg account
$672M
Accounts
1
Employees
318
Advisory reps
4

Firm details

Headquarters
Chicago, Illinois
CRD number
333783
Registered since
February 10, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies83.06%
  • Pooled Investment Vehicles16.94%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Adams Street Advisors, LLC presents itself as an institutional registered investment adviser focused on serving institutional clients and investment companies. The firm is organized as an LLC and is set up to manage portfolios for investment companies, with a fee model that includes both a percentage-of-AUM component and performance-based fees. The snapshot flags the firm as an active ESG investor, which suggests ESG considerations are incorporated into its investment or manager-selection process. It is not a multi-state adviser and does not function as a pension consultant; its ownership is described as a mix of a domestic entity and an individual. The firm also has industry roles beyond advisory work: it acts as an adviser and sponsor, and can serve as a general partner or managing member for pooled investment vehicles. That combination of advisory mandate plus sponsor/GP activity implies the firm runs or sponsors pooled funds while providing portfolio management to investment-company clients.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Michael Kurlander

    Michael Kurlander

    Partner & Chief Financial OfficerCRD 5372141

  • Sara Dasse

    Sara Dasse

    Partner & Chief Compliance OfficerCRD 7343542

  • Eric Mansell

    Eric Mansell

    Partner & Chief Legal OfficerCRD 6927767

Contacts

1 of 1
  • Steven Montag

    Steven Montag

    PrincipalCRD 7722858

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
1 N Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth