ADAMS STREET ADVISORS, LLC

RIASEC RegisteredEst. 2025
Total AUM
$524M
Discretionary
$524M
100% of AUM
Avg account
$524M
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 Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Adams Street Advisors, LLC is organized as a limited liability company and is SEC-registered as of 2025. FINTRX classifies its client base as institutional and lists portfolio management for investment companies as the primary advisory activity. The firm charges a mix of asset-based fees and performance-linked fees, and it is identified as neither an active ESG investor nor a multi-state adviser. FINTRX notes the firm’s role beyond pure advisory work: it appears as an adviser/sponsor and as a general partner or managing member of pooled investment vehicles.

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
  • Sara Dasse

    Partner & Chief Compliance OfficerCRD 7343542

  • ERIC MANSELL

    Partner & Chief Legal OfficerCRD 6927767

  • MICHAEL KURLANDER

    Partner & Chief Financial OfficerCRD 5372141

Contacts

1 of 1
  • 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