A complete list of active advisors currently associated with AD Deum Funds, LLC
Warmer can help you find a great advisor at AD Deum Funds, LLC or one who fits your needs even better.
Ad Deum Funds primarily serves individual investors through discretionary portfolio management, investment planning, and sub‑advisory arrangements, and it also acts as the manager of a pooled private investment vehicle. The firm publishes a paid newsletter and operates a multi‑tier subscription dashboard focused on option dealer positioning, and it offers mentoring and subscription‑based consulting services alongside its asset management offerings. The firm’s investment approach is options‑centric, using option dealer positioning signals and algorithmic tools to inform strategies implemented across separately managed accounts and the fund; discretionary strategies may include derivatives, leverage, short positions and exchange‑traded instruments as appropriate to client objectives. Ad Deum Funds tailors solutions to client risk tolerance and time horizon and documents its work with regular written portfolio reviews and periodic position reports. Noteworthy features for a firm of this size include the combination of running a private pooled vehicle that is subject to a performance allocation with a high‑water mark and operating a commercial data and newsletter platform with multiple subscription tiers and API/historical data offerings. The brochure also discloses the firm’s principal receives access to third‑party analytics in exchange for contributing analysis and cross‑promotion, a relationship the firm identifies as creating a potential conflict of interest.
To learn more about the advisors currently working at AD Deum Funds, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
South Riding, VA
| 7
| |
South Riding, VA
| 4
|
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