ADAPTIVE INVESTMENTS
Firm details
- Headquarters
- ALPHARETTA, Georgia
- CRD number
- 281201
- Registered since
- August 19, 2015
- Website
- www.adaptiveinv.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies99.27%
- Other0.73%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Adaptive Investments is an LLC that has been SEC-registered since 2015 and positions itself as an institutional-focused advisory practice. It charges clients on a percentage-of-AUM basis and primarily provides portfolio management services to investment companies and to businesses or institutional clients. The firm is not designated as a multi-state adviser, does not identify as an active ESG investor, and is not listed as a pension consultant or related adviser. Ownership is reported as a mix of a domestic entity and an individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
3 of 3GARY WETHERINGTON
Chief Investment OfficerCRD 2211231
GREGORY RUTHERFORD
President, CEOCRD 2459249
BRIAN MACKENZIE
Chief Compliance OfficerCRD 5258949
Contacts
1 of 1Maria Brookhouser
Direct OwnerCRD 6702178
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$354M in ETFs
96%
$342M
3%
$12.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $96M | 147,679 | 27.10% |
Location
ALPHARETTA, GA
FULTON
Location
ALPHARETTA, GA
Headquartered in ALPHARETTA, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 12600 Deerfield Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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