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Adero Partners, LLC

CRD 297808SEC# 801-113671Walnut Creek, CA
Export (members)
No longer SEC-registered. Adero Partners, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$4.38B
Employees
50
Accounts
3,664
Location
Walnut Creek, CA

Adero Partners, LLC assets under management

Adero Partners, LLC is an SEC-registered investment adviser based in Walnut Creek, CA. It reports $4.4 billion in regulatory assets under management and employs 50 people.
View on SEC.gov ↗

Adero Partners, LLC owners & executives

14 reported
NameTitleOwnershipSince
Focus Operating, LLC ControlMemberOver 75%2018
Gregory Todd Warner ControlChief Investment OfficerUnder 5%2024
James Michael Knight ControlCco And CooUnder 5%2018
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Frequently asked questions

How much does Adero Partners, LLC manage?

Adero Partners, LLC reports $4.4 billion in regulatory assets under management on its Form ADV.

How many employees does Adero Partners, LLC have?

Adero Partners, LLC reports 50 employees.

Where is Adero Partners, LLC located?

Adero Partners, LLC is based in Walnut Creek, CA.

Does Adero Partners, LLC disclose fund performance?

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

Contact & registration

Address1646 N. California Blvd., Suite 320, Walnut Creek, CA 94596
Office hours8:30 a.m. - 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$4.35B
Non-discretionary$27.8M
Total (RAUM)$4.38B