Adams Asset Advisors LLC

Adams Asset Advisors provides discretionary investment management and supervisory services to individuals, trusts, corporations, investment companies and other institutional investors, with the bulk of its assets coming from very high net worth clients (typically over $20 million in net worth). The firm generally does not accept new relationships unless there is potential to manage that level of assets and will accept smaller clients only if they are willing to invest in recommended ETFs rather than a portfolio of individual securities.

The firm’s sole investment officer makes all discretionary investment decisions and tailors asset allocation and specific security selections to each client’s objectives and constraints. Investment methods include both fundamental and quantitative analysis — including proprietary mathematical models — and may involve long and short positions, trading and short sales as part of portfolio implementation.

The firm is effectively a solo-managed, family-owned advisor overseeing roughly $850 million in client assets, a relatively large amount of assets per advisor compared with peers. It relies on Fidelity as its primary broker/custodian and a soft-dollar arrangement to fund Advent research (Advent costs are paid partly via credits), will serve as GP for family partnerships only under strict conditions, and does not routinely accept authority to vote client proxies.