ADAM & PARTNERS INVESTMENT ADVISORS, LLC
CRD #142006 SEC #801-67278 PALM BEACH GARDENS, FL 212-213-6053
SEC Registered Private Funds
Total AUM
$77.5M
Discretionary
$77.5M
Employees
4
Clients
--
Accounts
3
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 15, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ADAM, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAM, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAM, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAM, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAM, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAM, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAM, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAM, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ADAM & PARTNERS GROUP HOLDING COMPANY, LTD (BERMUDA) | FE | OWNER | E | Control |
| ADAM & PARTNERS GROUP HOLDING COMPANY, LTD (BERMUDA) | FE | OWNER | E | Control |
| ADAM & PARTNERS GROUP HOLDING COMPANY, LTD (BERMUDA) | FE | OWNER | E | Control |
| ADAM & PARTNERS GROUP HOLDING COMPANY, LTD (BERMUDA) | FE | OWNER | E | Control |
| ADAM & PARTNERS GROUP HOLDING COMPANY, LTD (BERMUDA) | FE | OWNER | E | Control |
| ADAM & PARTNERS GROUP HOLDING COMPANY, LTD (BERMUDA) | FE | OWNER | E | Control |
| ADAM & PARTNERS GROUP HOLDING COMPANY, LTD (BERMUDA) | FE | OWNER | E | Control |
| ADAM & PARTNERS GROUP HOLDING COMPANY, LTD (BERMUDA) | FE | OWNER | E | Control |
| ADAM, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| ADAM, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| ADAM, STUART | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ADAM, STUART | I | ADAM & PARTNERS GROUP HOLDING COMPANY, LTD (BERMUDA) | D | Control |
| ADAM, STUART | I | ADAM & PARTNERS GROUP HOLDING COMPANY, LTD (BERMUDA) | D | Control |
| ADAM, STUART | I | ADAM & PARTNERS GROUP HOLDING COMPANY, LTD (BERMUDA) | D | Control |
| ADAM, STUART | I | ADAM & PARTNERS GROUP HOLDING COMPANY, LTD (BERMUDA) | D | Control |
| ADAM, STUART | I | ADAM & PARTNERS GROUP HOLDING COMPANY, LTD (BERMUDA) | D | Control |
| ADAM, STUART | I | ADAM & PARTNERS GROUP HOLDING COMPANY, LTD (BERMUDA) | D | Control |
| ADAM, STUART | I | ADAM & PARTNERS GROUP HOLDING COMPANY, LTD (BERMUDA) | D | Control |
| ADAM, STUART | I | ADAM & PARTNERS GROUP HOLDING COMPANY, LTD (BERMUDA) | D | Control |
Registrations
Federal
IA
Mar 15, 2016 REGISTERED
Notice Filings (2)
CT NY
Address
3801 PGA BOULEVARDSUITE 600 AND 602
PALM BEACH GARDENS, FL 33410
United States
Phone: 212-213-6053