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 institutional registered investment adviser formed as an LLC and registered with the SEC in 2019. The firm serves institutional clients and focuses its advisory work on managing pooled investment vehicles. Its ownership structure includes both a domestic entity and an individual, and its fee arrangements are a mix of asset-based fees, fixed fees, and performance-based fees. The firm is not designated as a capital allocator, does not identify as an active ESG investor, and is not described as a multi-state adviser under the source data.
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 3
Phillip Caputo
Chief Financial OfficerCRD 7128428
Miles Edwards
Chief Compliance OfficerCRD 2040332

Alexander Davis
Chairman & CEOCRD 4741207
Contacts
2 of 2Joy Royal
CRD 8326251

Michael 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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