Applied Derivative Research Or "Adr"

Overview

Applied Derivative Research (Adr) is a very small, owner-operated RIA that focuses on bespoke portfolio management for individuals, families and pooled vehicles. The firm is registered with the SEC and positions itself as a capital allocator that hires outside managers when appropriate, with stated capabilities that include portfolio management for individuals/small businesses, pooled investment vehicles and institutions, plus manager selection. Adr reports an ESG investment stance and charges a blend of percentage-of-AUM and performance-based fees, indicating a willingness to use incentive-aligned structures for select clients or strategies. Given the firm’s size, its investment activity appears concentrated and selective: the filing emphasizes allocation to third-party alternative managers across private equity, venture capital, hedge funds, real estate and private credit. That combination, together with manager selection services, suggests Adr acts more as an allocator/advisor that sources and monitors external alternative funds rather than running large internal long-only equity sleeves.

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Location & Offices