Adrionic Technologies LLC
Firm details
- Headquarters
- ,
- CRD number
- 312903
- Website
- www.adrionic.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI69.57%
- Corporations / Businesses13.41%
- Individuals12.2%
- Charitable Organizations4.82%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Adrionic Technologies LLC is a small, discretionary investment adviser that concentrates on equity-driven portfolios and selective alternative exposure. The firm manages portfolios for both individuals and institutional clients, delivering portfolio management services to individuals, small businesses and larger business or institutional accounts. Its stated fee model includes a mix of percentage-of-AUM and fixed-fee arrangements, which aligns with a blended service model for high-net-worth households and smaller institutional mandates. Investment activity centers on exchange-traded equities as the primary allocation vehicle, with equities forming the core of client portfolios. The firm does not position itself as an ESG-focused manager. Alongside listed equities, Adrionic Technologies allocates to real estate through third-party external managers to add diversification and income-oriented exposure to client portfolios.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1Adam Halverson
Principal Executive OfficerCRD 7336254
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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