Be advised. This firm is no longer registered.

Adam & Partners Investment Advisors, LLC

Adam & Partners Investment Advisors, LLC (CRD# 142006) is a financial advisory firm headquartered in New York, NY. They manage $77,500,677 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
224 Fifth Avenue, Floor 6, New York, NY 10001
By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $25,833,559
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Adam & Partners Investment Advisors, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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