ADARE ASSET MANAGEMENT, LLC
Adviser information for ADARE ASSET MANAGEMENT, LLC last updated from Form ADV on January 31st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Pennsylvania, United States |
Employees
Total Number of Employees | 1 |
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Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
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Discretionary | 207 | $118.8M |
Non-Discretionary | 9 | $8.2M |
Total | 216 | $126.9M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 11 | $4.0M |
HNW Individuals | 59 | $114.2M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | <5 | $3.1M |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 6 | $5.6M |
Other | 0 | $0 |
Type | Number |
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No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
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Compensation | % of AUM |
Identifiers
SEC RIA File Number | 801-124714 |
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SEC ERA File Number | 801-124714 |
SEC CIK Numbers | None |
SEC CRD Numbers | 152471 |
Legal Entity Identifier | None |
Principal Office
1853 WILLIAM PENN WAYSUITE 14
LANCASTER
PA
United States
Monday - Friday, 8:30-5:00
Tel: 717-435-9386, Fax: 717-344-5420
Chief Compliance Officer
TIMOTHY N. DEERY
CHIEF COMPLIANCE OFFICER
1853 WILLIAM PENN WAY
SUITE 14
LANCASTER
PA
United States
Tel:
717-203-2844
Fax:
717-344-5420
T**@*************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
DEERY, TIMOTHY, NEIL | Individual | – | MEMBER & CHIEF COMPLIANCE OFFICER | 11/2009 | > 75% |