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Adare Asset Management, LLC

● SEC registered since 2022CRD 152471SEC# 801-124714Lancaster, PA
Export (members)
Reg. AUM
$150.1M
Employees
1
Accounts
221
Location
Lancaster, PA

Adare Asset Management, LLC assets under management

Adare Asset Management, LLC is a registered investment adviser overseen by the SEC based in Lancaster, PA. The firm has been registered since 2022. It reports $150.1 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

Adare Asset Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Timothy Neil Deery ControlMember & Chief Compliance OfficerOver 75%2009

Frequently asked questions

How much does Adare Asset Management, LLC manage?

Adare Asset Management, LLC reports $150.1 million in regulatory assets under management on its Form ADV.

How many employees does Adare Asset Management, LLC have?

Adare Asset Management, LLC reports 1 employees.

Where is Adare Asset Management, LLC located?

Adare Asset Management, LLC is based in Lancaster, PA and has been SEC-registered since 2022.

Does Adare Asset Management, LLC disclose fund performance?

Adare Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1853 William Penn Way, Suite 14, Lancaster, PA 17601
Phone717-435-9386
Fax717-344-5420
Office hours8:30-5:00
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$142.5M
Non-discretionary$7.6M
Total (RAUM)$150.1M