ADARE ASSET MANAGEMENT, LLC
CRD #152471 SEC #801-124714 LANCASTER, PA 717-435-9386
SEC Registered
Total AUM
$150.1M
Discretionary
$142.5M
Employees
1
Clients
--
Accounts
221
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $150.1M | $142.5M | $7.6M | 1 | 0 |
| Jan 2024 | $126.9M | $118.8M | $8.2M | 1 | 0 |
| Feb 2023 | $115.5M | $106.4M | $9.1M | 1 | 0 |
| May 2022 | $117.3M | $108.1M | $9.2M | 1 | 0 |
| Mar 2022 | $117.3M | $108.1M | $9.2M | 1 | 0 |
| Jun 2012 | $62M | $62M | $0 | 1 | 26 |
| Jun 2012 | $62M | $62M | $0 | 1 | 26 |
| Jun 2012 | $62M | $62M | $0 | 1 | 26 |
| May 2012 | $62M | $62M | $0 | 1 | 26 |
| Mar 2012 | $171.5M | $139M | $32.5M | 1 | 26 |
| Mar 2011 | $164M | $130M | $34M | 5 | -- |
| May 2010 | $176.5M | $146M | $30.5M | 5 | -- |
DateMar 2025
Total AUM$150.1M
Discretionary$142.5M
Non-Disc.$7.6M
Employees1
Clients0
DateJan 2024
Total AUM$126.9M
Discretionary$118.8M
Non-Disc.$8.2M
Employees1
Clients0
DateFeb 2023
Total AUM$115.5M
Discretionary$106.4M
Non-Disc.$9.1M
Employees1
Clients0
DateMay 2022
Total AUM$117.3M
Discretionary$108.1M
Non-Disc.$9.2M
Employees1
Clients0
DateMar 2022
Total AUM$117.3M
Discretionary$108.1M
Non-Disc.$9.2M
Employees1
Clients0
DateJun 2012
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees1
Clients26
DateJun 2012
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees1
Clients26
DateJun 2012
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$171.5M
Discretionary$139M
Non-Disc.$32.5M
Employees1
Clients26
DateMar 2011
Total AUM$164M
Discretionary$130M
Non-Disc.$34M
Employees5
Clients--
DateMay 2010
Total AUM$176.5M
Discretionary$146M
Non-Disc.$30.5M
Employees5
Clients--