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Adviser Profile

As of Date 08/16/2024
Adviser Type - Large advisory firm
Number of Employees 19 -20.83%
of those in investment advisory functions 10 -37.50%
Registration SEC, Approved, 7/9/2019
Other registrations (1)
AUM* 690,234,692 -34.67%
of that, discretionary 690,234,692 -34.67%
Private Fund GAV* 690,234,692 -12.73%
Avg Account Size 26,547,488 -27.14%
SMA’s No
Private Funds 26 1
Contact Info (42 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
2B 2B 1B 1B 864M 576M 288M
2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count26 GAV$690,234,692

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Brochure Summary

Overview

Disruptive Technology Advisers LLC (“Disruptive”, the “Firm” or the “Investment Adviser”) is a Delaware limited liability company founded in 2012. Disruptive is solely owned by DTA Master, LLC, a multi-member limited liability company of which Alexander J. Davis is the majority owner. Disruptive, along with DTA II LLC and DTA Liquidity Fund I GP, LLC, each a “relying adviser” affiliate of Disruptive (each, a “Manager”, and collectively, the “Managers”), have been appointed by DTA Master, LLC to be responsible for the investment activities of various private investment vehicles and special purpose vehicles (each, a “Fund,” and collectively, the “Funds”), created for the purpose of making and managing investments in securities (the “Company Securities”) issued by privately held companies (“Portfolio Companies”). Please note such Portfolio Companies are anticipated to become public companies, however, such investments are privately held companies at the time of purchase and no guarantee can be made that
the Company Securities will become publicly traded. The Funds have been formed to invest in Company Securities (i) directly via purchases from shareholders of the Portfolio Company, (ii) through investments in other investment vehicles that hold securities of the Portfolio Company or, (iii) if the opportunity arises, directly from the Portfolio Company. Disruptive does not tailor its investment services to any individual Fund investor (“Investor”). The Funds are managed in accordance with the investment objectives, strategies, restrictions, and guidelines found in their respective private placement memoranda (“PPM”). Additional information about the Funds can be found in their offering documents. Disruptive does not currently nor does it intend to offer a wrap fee program at this time. As of December 31, 2023, Disruptive has $ 690,234,692.00 of assets under management, all of which are managed on a discretionary basis. At this time, Disruptive does not manage any assets on a non-discretionary basis.