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 is an SEC-registered investment adviser organized as a limited liability company that serves institutional clients. The firm is reported to provide portfolio management for investment companies and is affiliated with pooled investment vehicles in roles such as adviser, sponsor, general partner, and managing member. Fee arrangements include both a percentage-of-assets model and performance-based fees. The firm is not described as an active ESG investor, is not a multi-state adviser, and is not identified as a capital allocator or a related adviser. SEC registration is listed as 2025.

Assets & Accounts

Location & Offices

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
  • Sara Dasse

    Sara Dasse

    Partner & Chief Compliance OfficerCRD 7343542

  • Eric Mansell

    Eric Mansell

    Partner & Chief Legal OfficerCRD 6927767

  • Michael Kurlander

    Michael Kurlander

    Partner & Chief Financial OfficerCRD 5372141

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