ADARE ASSET MANAGEMENT, LLC

Overview

Adare Asset Management operates as a small, fee-based investment adviser focused on active portfolio management for individuals, families and small institutions. The firm acts as a capital allocator, building client portfolios from liquid public equities and mutual funds while also directing client capital to third-party alternative managers. Its stated advisory activities emphasize discretionary portfolio management and the selection of outside managers, indicating a hybrid model that combines direct equity exposure with outsourced specialty allocations. Adare is not positioned as an ESG-driven manager and is structured as a limited liability company owned by an individual. The firm’s investment posture favors equities as the core exposure, supplemented by allocations to real assets and energy-related alternatives where managers with sector expertise are used to access less liquid, income- or commodity-driven sources of return.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices