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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2016 | $77.5M | $77.5M | $0 | 4 | 1 |
| Mar 2015 | $77.5M | $77.5M | $0 | 4 | 1 |
| Mar 2014 | $66.1M | $66.1M | $0 | 4 | 1 |
| Mar 2013 | $59.5M | $59.5M | $0 | 6 | 1 |
| Mar 2012 | $60.7M | $60.7M | $0 | 1 | 1 |
| Jun 2011 | $41.9M | $41.9M | $0 | 5 | -- |
| Jun 2011 | $41.9M | $41.9M | $0 | 5 | -- |
| Mar 2011 | $19.6M | $19.6M | $0 | 5 | -- |
| Mar 2009 | $51.6M | $51.6M | $0 | 5 | -- |
| May 2007 | $47.9M | $47.9M | $0 | 5 | -- |
| Mar 2007 | $52.9M | $52.9M | $0 | 5 | -- |
DateMar 2016
Total AUM$77.5M
Discretionary$77.5M
Non-Disc.$0
Employees4
Clients1
DateMar 2015
Total AUM$77.5M
Discretionary$77.5M
Non-Disc.$0
Employees4
Clients1
DateMar 2014
Total AUM$66.1M
Discretionary$66.1M
Non-Disc.$0
Employees4
Clients1
DateMar 2013
Total AUM$59.5M
Discretionary$59.5M
Non-Disc.$0
Employees6
Clients1
DateMar 2012
Total AUM$60.7M
Discretionary$60.7M
Non-Disc.$0
Employees1
Clients1
DateJun 2011
Total AUM$41.9M
Discretionary$41.9M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$41.9M
Discretionary$41.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$19.6M
Discretionary$19.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$51.6M
Discretionary$51.6M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$47.9M
Discretionary$47.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$52.9M
Discretionary$52.9M
Non-Disc.$0
Employees5
Clients--