DISRUPTIVE TECHNOLOGY ADVISERS LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 164828
- Registered since
- July 9, 2019
- Website
- www.disruptive.tech
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Disruptive Technology Advisers LLC is an SEC-registered investment adviser established in 2019 and organized as an LLC. The firm targets institutional clients and provides portfolio management for pooled investment vehicles. Its ownership is reported as a mix of a domestic entity and individuals. Fee arrangements include a percentage-of-assets component alongside fixed and performance-based fees. The firm is not designated as a capital allocator and is not identified as an active ESG investor. Regulatory and business relationships include affiliations with a broker-dealer and with another investment adviser.
Assets & Accounts
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
Owners & executives
3 of 3Phillip Caputo
Chief Financial OfficerCRD 7128428
MILES EDWARDS
Chief Compliance OfficerCRD 2040332
ALEXANDER DAVIS
Chairman & CEOCRD 4741207
Contacts
1 of 1MICHAEL WATSON
PartnerCRD 7464745
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 200 Crescent Ct
- Time zone
- CT (UTC-6)
- Office locations
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