APPLIED DERIVATIVE RESEARCH OR "ADR"

other names
  • APPLIED DERIVATIVE RESEARCH OR "ADR"
  • APPLIED DERIVATIVE RESEARCH, LLC

Adviser Profile

Registration status Registration Changed to APPLIED DERIVATIVE RESEARCH, LLC
As of Date 12/08/2023
ADV Location ROCKVILLE, MD, United States
Adviser Type - No longer eligible
Number of Employees
of those in investment advisory functions
AUM* 100,000 -100%
of that, discretionary 100,000 -50%
Private Fund GAV* 0
Avg Account Size 20,000 -100%
% High Net Worth 100.00%
SMA’s No
Private Funds 0
Contact Info 646 xxxxxxx
Websites

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

157M 135M 112M 90M 67M 45M 22M
2021 2022
Discretionary
Non-discretionary

Private Funds

No private funds

Employees