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Addicus Advisory, LLC

● SEC registered since 2021CRD 282244SEC# 801-122401Tupelo, MS
Export (members)
Ranks #4,440 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$262.7M
Fund GAV
$164.2M
Private funds
48
Employees
23
Accounts
181
Location
Tupelo, MS

Addicus Advisory, LLC assets under management

Addicus Advisory, LLC is an SEC-registered investment adviser based in Tupelo, MS. The firm has been registered since 2021. It reports $262.7 million in regulatory assets under management and employs 23 people. Addicus Advisory, LLC manages 48 private funds with combined gross assets of $164.2 million, including Edge Hill Investors, LLC. By regulatory assets, it ranks 4,440 of 5,911 private fund managers.

Addicus Advisory, LLC private funds

48 funds · $164.2M GAV
FundTypeGross assetsMin.
Edge Hill Investors, LLCReal Estate$15.2M$50K
Cypress Vieux Investors, LLCReal Estate$13M$50K
Taylor Mill Investors, LLCReal Estate$12.4M$50K
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Addicus Advisory, LLC owners & executives

7 reported
NameTitleOwnershipSince
Addicus Holdings LLC ControlManaging MemberOver 75%2015
Andrew B Adams ControlCeo / Managing PartnerUnder 5%2015
Stephen Davis Miles ControlChief Compliance Officer / Managing DirectorUnder 5%2015
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Frequently asked questions

How much does Addicus Advisory, LLC manage?

Addicus Advisory, LLC reports $262.7 million in regulatory assets under management on its Form ADV.

How many private funds does Addicus Advisory, LLC manage?

Addicus Advisory, LLC manages 48 private funds with combined gross assets of $164.2 million.

How many employees does Addicus Advisory, LLC have?

Addicus Advisory, LLC reports 23 employees.

Where is Addicus Advisory, LLC located?

Addicus Advisory, LLC is based in Tupelo, MS and has been SEC-registered since 2021.

Does Addicus Advisory, LLC disclose fund performance?

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

Contact & registration

Address333 W. Franklin Street, Tupelo, MS 38804
Phone877-294-8658
Fax888-398-3602
Office hours8:00 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$118.3M
Non-discretionary$144.4M
Total (RAUM)$262.7M

Service providers