Adnate Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
0
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Adnate Capital Management is an investment manager that advises private pooled investment vehicles focused on private credit and provides discretionary investment management to those funds. The firm also intends to offer separately managed accounts for high‑net‑worth individuals, family offices, trusts and institutional entities, and its advisory compensation is generally asset‑based and governed by each fund’s offering documents or account agreement.
The firm’s investment approach is bottom‑up and credit‑focused, emphasizing senior‑secured lending to U.S. middle‑market companies, disciplined underwriting, covenant protections, and portfolio diversification; public credit instruments are used selectively for liquidity management. Adnate Capital integrates governance‑focused ESG considerations where relevant and employs risk‑mitigation tools such as conservative leverage metrics, insurance, and selective hedging as part of its credit risk framework.
Compared with many peers, the firm documents that it may select and engage third‑party or affiliated advisers (including potential sub‑advisors and placement agents) to implement or support particular strategies, and that it may receive transaction‑related origination, structuring, or monitoring fees from portfolio companies (which may be retained or used to offset other fund expenses as disclosed in offering materials). The firm also emphasizes direct deal origination over routine brokerage execution, discloses cross‑shareholding and affiliated operating companies that could introduce allocation or expense considerations, and was newly launched with no assets under management as of its most recent brochure.
Client services
Portfolio management
Selection of other advisers
Expertise
Private / alternative investments
Active portfolio management
Occupation focus
Founder/Business Owner
Fee options
$0 - $100,000,000: 3.00% annually $100,000,001 - $250,000,000: 2.50% annually $250,000,001 - $500,000,000: 2.00% annually $500,000,001+: 1.00% annually
Performance fees or profit/incentive allocations at the Managed Fund level, typically 10% of appreciation over a 7% hurdle rate, subject to a European waterfall
Account minimum: $50,000,000 for Separately Managed Accounts (SMAs), $250,000 aggregate Managed Fund investment minimum Fee-only: 1.0% annually for Managed Fund clients; 1-3% annually for SMA clients depending on account size and services
Main office location
Adnate Capital Management LLC
8280 Willow Oaks Corporate Drive, Suite 600
Fairfax VA 22031, United States
Number of offices
1
Most active in
Adnate Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
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 active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
Forms ADV
Advisors at this firm
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