AUMdb

Adams Street Advisors, Llc

SEC-registered Mutual Fund / Asset Manager · Small ($100M–$1B) CRD 333783 · SEC file 801-131949 · Chicago, IL · evergreen-solutions-aspen.adamsstreetpartners.com
☆ Save with Pro ADV data as of Jun 24, 2026
Regulatory AUM
$672M
Discretionary
$672M
Clients
2
Avg AUM / client
$336M
Accounts
1
Employees
318

AUM over time

$524M $672M
Mar 31, 2026 Jun 24, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jun 24, 2026

Who they serve

Client typeClientsAUM% of AUM
Investment companies 1 $558M 83.1%
Pooled investment vehicles (non-investment companies) 1 $114M 16.9%

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 06/24/2026 5.25 MB 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

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for investment companies

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: Jun 24, 2026.

View current Form ADV (SEC/IAPD) ↗