ADAPTIVE ADVISERS, LLC

Overview

Adaptive Advisers, LLC is a small, SEC-registered advisory firm organized as an LLC and registered in 2022. The firm serves individual and family clients as well as small businesses, offering discretionary portfolio management on a percentage-of-AUM fee model. Its profile reflects a boutique operation: a very small client base with fully discretionary mandates, a focus on tailored portfolio implementation, and no indication that it functions as a capital allocator or pension consultant. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser. Investment activity centers on using liquid instruments rather than large allocations to private third-party funds. The firm’s reported asset mix is concentrated in derivatives, suggesting a willingness to use options, futures, or other derivative strategies for either hedging, risk management or tactical exposure. Mutual funds are also used as core building blocks. Adaptive Advisers does not show allocations to external alternative fund managers in its filings.

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Location & Offices