The Ensemble Team, Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
- 7
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Adriel Tam | Founder, Chief Executive Officer | Jun 2024 (2y) | ≈ 18.75% – 50% via Ensemble Team, Inc. | |
| Mark Dean Jaeger | Chief Compliance Officer, Chief Operating Officer | Chartered Financial Consultant | Jun 2024 (2y) | Less than 5% |
| Park, Jung, Sik | Owner | Sep 2024 (2y) | ≈ 18.75% – 50% via Ensemble Team, Inc. | |
| Mary Ann Middleton Ferreira | Registered representative | CFP | Oct 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ensemble Team, Inc. | Holding Company | Jun 2024 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Adriel Tam: 25% – 50% of Ensemble Team, Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Park, Jung, Sik: 25% – 50% of Ensemble Team, Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/14/2026 | 1000 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • PERCENTAGE OF FEES CHARGED BY 3RD-PARTY FIRMS TO REFERRED CLIENT
Services
- • Selection of other advisers
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 14, 2026.
View current Form ADV (SEC/IAPD) ↗