Applied Derivative Research Or "Adr"

Overview

Applied Derivative Research (Adr) is an independent, Maryland-registered LLC that provides discretionary portfolio management primarily for individual and family clients. The firm acts as a capital allocator and builds portfolios for individuals, pooled vehicles and institutional/business clients, and it also selects and oversees third‑party advisers. Its fees combine a percentage-of-AUM structure with the option for performance-based fees. Adr identifies as an active ESG investor and incorporates environmental, social or governance considerations into its investment process.

Assets & Accounts

Investments & Alternatives

Location & Offices