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

Adviser Profile

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

Adviser Type

- No longer eligible

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 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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