Firm profile

ADAPTIVE ADVISERS, LLC

BOSTON, MACRD 318716Latest ADV February 7, 2026

Adaptive Advisers, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated February 7, 2026, reports $450,000 in regulatory assets under management, 3 employees, and 2 accounts.

Assets Under Management
$450K
Employees
3
Offices
--
Total Clients
<5
Primary office
BOSTON, MA
6 LIBERTY SQUARE, NO. 2352, BOSTON, MA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(781) 728-9556
WebsiteNot reported
LinkedInNot reported

Leadership

1 roles identified
CCODazhen Sun

Advisory services offered

2 types reported
Other advisory services
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
2
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$450Kas of February 7, 2026
Discretionary100.0%
$450K
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$450K
Total Accounts2
10Y AUM Change+$450K

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee1:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.