DISRUPTIVE TECHNOLOGY ADVISERS LLC

RIASEC RegisteredEst. 2019
Total AUM
$3.1B
Discretionary
$3.1B
100% of AUM
Avg account
$111M
Accounts
28
Employees
16
Advisory reps
4

Firm details

Headquarters
DALLAS, Texas
CRD number
164828
Registered since
July 9, 2019
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Phillip Caputo

    Chief Financial OfficerCRD 7128428

  • MILES EDWARDS

    Chief Compliance OfficerCRD 2040332

  • ALEXANDER DAVIS

    Chairman & CEOCRD 4741207

Contacts

1 of 1
  • MICHAEL WATSON

    PartnerCRD 7464745

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth