Adaero Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,854,836
Total clients
23
26% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
23
Average account size
$471,949
About
Adaero Capital Management, LLC is a single-advisor registered investment adviser that provides discretionary portfolio management to individuals and a range of institutional clients, including pension and profit-sharing plans, trusts, estates, charitable organizations and corporations. The firm concentrates client accounts in a value-investing strategy and may use common stocks as well as preferred stocks, bonds, debentures, warrants and options as part of portfolio construction.
The firm’s investment approach centers on fundamental research and firm-generated screening to identify mid- to large-capitalization securities that appear undervalued based on metrics such as low price-to-earnings, low price-to-cash-flow, above-average dividend yield, low leverage and insider buying or share repurchases. The portfolio manager makes discretionary investment decisions, reviews accounts at least quarterly, and permits client-imposed restrictions that may alter diversification and performance outcomes.
Noteworthy for a solo independent adviser, the brochure explicitly lists institutional client types (pension and profit-sharing plans and charitable organizations) in addition to individual clients, and the firm reports managing approximately $10.85 million across a small client base. The brochure also directs readers to the firm’s website and SEC adviser filings for additional information and describes a formal Code of Ethics and employee trading and aggregation policies that allow staff to invest alongside clients under pre-clearance and allocation procedures.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
$0 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.125% annually $1,000,001+: 1.0% annually
Account minimum: $250,000 Minimum fee: $5,000 minimum annual management fee Fee-only: Investment management fees only; no commissions or sales fees
Main office location
Adaero Capital Management, LLC
Little Silver NJ, United States
Number of offices
1
Most active in
Adaero Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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