Advisor at AD Deum Funds, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Jason De Lorenzo is a financial advisor at AD Deum Funds, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Regulus Group, LLC since 2017, following roles at Management, Consulting, and Research LLC and Logistics Management Institute. Outside of advising, he contributes monthly articles on options trading strategies in the biotech and pharmaceutical sectors and provides behavioral economic-based trade analysis through subscription services. AD Deum Funds primarily serves individual investors through discretionary portfolio management and financial planning, offering subscription-based informational products alongside separately managed accounts and a private pooled investment vehicle. The firm employs an options-centric investment approach, utilizing option dealer positioning analysis to implement multiple strategies on a discretionary basis.
Based on AD Deum Funds, LLC
Based on AD Deum Funds, LLC
$2,000-$2,500 for individual/family financial plans; $2,500-$5,000 for small business financial plans; $10,000 for comprehensive 10-hour mentoring course; $1,200 or $1,500 initial fee for business subscription services
$0 - $0: N/A
$125-$300 per hour depending on complexity for consulting and on-call services; $125-$175 per hour for on-call business services
20% quarterly performance allocation on net capital appreciation for Fund investors (qualified clients only)
Newsletter subscription: $50/month or $500/year; Volland dashboard subscription fees range from $99/month to $5,000/month depending on plan; Investment planning subscription retainers: $1,800/year ($150/month), Business Basic: $1,200 initial then $125/month, Business Premium: $1,500 initial then $150/month
Account minimum: $50,000
South Riding, VA
Tennessee · Virginia
Regulus Group, LLC
2017 - Present (9 years)
Management, Consulting, and Research LLC
2016 - 2017 (1 year)
Logistics Management Institute
2014 - 2016 (2 years)
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