ADAPTIVE CAPITAL MANAGEMENT PARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
RENO, Nevada
CRD number
130938
Registered since
March 10, 2022

Firm profile

FINTRX

Overview

Adaptive Capital Management Partners, LLC is a small, privately owned investment adviser organized as a limited liability company and registered with the SEC in 2022. The firm’s public filings indicate its advisory activity is concentrated around a single private investment vehicle rather than providing conventional retail or institutional wrap/advisory accounts. It is not identified as an active ESG investor, is not multi-state in its registration profile, and is classified as an unclassified adviser with an individual owner structure. The operating footprint and reported metrics point to a boutique manager focused on managing pooled capital through its fund vehicle rather than on direct client advisory relationships.

Assets & Accounts

Investments & Alternatives

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

Contacts

2 of 2
  • WEI REN

    Managing MemberCRD 4930189

  • MAGGIE TSAI

    Managing PartnerCRD 2984315

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

RENO, NV

WASHOE

Location

RENO, NV

Headquartered in RENO, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.

Metro area
Reno-Carson City-Fernley, NV
Region
West
County
WASHOE
Address
4790 Caughlin Pkwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth