ADLER ASSET MANAGEMENT, LLC

Overview

Adler Asset Management, LLC is a small, SEC‑registered investment adviser formed as an LLC in 2018 and owned by an individual. The firm’s stated activity is portfolio management for investment companies, and its client base is institutional. Adler charges a fee as a percentage of assets under management and operates on a discretionary basis. It does not identify as an active ESG investor, does not serve as a capital allocator, and is not registered as a multi‑state adviser. Given its institutional orientation and the portfolio‑management designation, the firm appears focused on managing pooled or registered investment vehicle assets rather than offering broad retail wealth advisory services. Its structure and scale point to a narrow, mandate‑driven business model—executing investment programs for one or a small number of institutional clients rather than a broad retail client roster.

Assets & Accounts

Investments & Alternatives

Location & Offices