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Building 2ADAPTIVE INVESTMENTS

Map pinALPHARETTA, GA
Phone888.721.4588
NotebookSEC #801-106545
Total AUM
$421.4M
Employees
7
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
12600 DEERFIELD PARKWAY
SUITE 100
ALPHARETTA
GA 30004
United States
Operating Hours
9-5
Monday - Friday
Phone
888.721.4588
Other Offices
1

ReceiptFinancials

Total AUM
$421.4M
Accounts
7
Discretionary
$418.3M
Accounts
4
Non-Discretionary
$3.1M
Accounts
3

ContactClients

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Investment Company Clients
4
AUM
$418.3M
Other Clients
3
AUM
$3.1M
Description of Other Clients
MODEL PORTFOLIOS

Briefcase businessServices

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Services Offered
Company Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAGA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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