Adams Street Partners, LLC
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Overview
Adams Street Partners, LLC is a financial advisor company headquartered in Chicago, Illinois. Adams Street Partners, LLC has $50.2 billion in assets under management over 309 accounts, making it one of the biggest financial advisory firms in the country by assets under management (AUM). The company has a large team, including 124 financial advisors. Adams Street Partners, LLC does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are tradable financial investments like stocks, bonds and options.
Adams Street Partners, LLC administers 286 of the firm's client assets in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make transaction choices for the client's account without requiring client authorization. It also has 23 non-discretionary accounts with a total of $3.5 billion in assets under management. The investment advisory firm oversees an average of $162.3 million in assets for every client account. An average advisor at Adams Street Partners, LLC manages around two client accounts, making it one of the most personalized financial advisor firms in the country.
The company's headquarters is at One North Wacker Drive, Suite 2700, Chicago, Illinois 60606-2823. Adams Street Partners, LLC is allowed to serve customers across a few states, including California, Illinois, Massachusetts and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Adams Street Partners, LLC by the Numbers
$50.2 billion
263
309
$162.3 million
Fee Structure
Financial management fees usually depend on which services the firm provides the client. Fees billed by Adams Street Partners, LLC most likely are comprised of some combination of the following fee types: asset-based or performance-based. Adams Street Partners, LLC does not supply a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with pooled investment vehicles. Out of its 309 clients, Adams Street Partners, LLC's biggest client group is pooled investment vehicles. Just 9% of the firm's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Adams Street Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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