PPrivate Fund Data Log in Join · $37/mo

Adaptive Financial Consulting, LLC

● SEC registered since 2019CRD 288185SEC# 801-114947Beachwood, OH
Export (members)
Reg. AUM
$508.5M
Employees
8
Accounts
556
Location
Beachwood, OH

Adaptive Financial Consulting, LLC assets under management

Adaptive Financial Consulting, LLC is an investment advisory firm registered with the SEC based in Beachwood, OH. The firm has been registered since 2019. It reports $508.5 million in regulatory assets under management and employs 8 people.
www.adaptivefc.comView on SEC.gov ↗

Adaptive Financial Consulting, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jeremy Bigelow Thompson ControlManaging Member & Chief Compliance OfficerOver 75%2013
Jonathan Ian GrundmanChief Investment OfficerUnder 5%2017

Frequently asked questions

How much does Adaptive Financial Consulting, LLC manage?

Adaptive Financial Consulting, LLC reports $508.5 million in regulatory assets under management on its Form ADV.

How many employees does Adaptive Financial Consulting, LLC have?

Adaptive Financial Consulting, LLC reports 8 employees.

Where is Adaptive Financial Consulting, LLC located?

Adaptive Financial Consulting, LLC is based in Beachwood, OH and has been SEC-registered since 2019.

Does Adaptive Financial Consulting, LLC disclose fund performance?

Adaptive Financial Consulting, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3401 Enterprise Parkway, Suite 340, Beachwood, OH 44122
Phone440-359-3468
Fax440-359-3466
Office hours9:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$473.4M
Non-discretionary$35.1M
Total (RAUM)$508.5M