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Adar Investment Management LLC (New York)


Adar Investment Management LLC is a large advisory firm based in New York. It manages $937.27 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of New York.

Adar Investment Management provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Adar Investment Management: assets under management

The assets under management (AUM) of Adar Investment Management LLC is $937.27 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 422% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $937.27 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $117.16 million each.
Adar Investment Management has custody of $261.68 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Adar Investment Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
The Flamholz 2004 Family Trust Member 1 Mar 2004 75% - 100% xxx-xx-xxxx
David W. Flamhilz Trustee 1 Mar 2004 Other 4876739
Aaron Wertentheil Trustee 1 Mar 2004 Other 3095384
The Blinder 2004 Family Trust Member 1 Mar 2004 75% - 100% 075-54-13247
Roni S. Blinder Trustee 1 Mar 2004 Other 4876745

Based in New York

The principal office where Adar Investment Management LLC performs its advisory services is located at 156 West 56 Th Street, New York, NY 10019 3913, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-373-8900 or by fax 212-373-8901. The normal business hours are 8:30-5:30 on Monday - Friday.


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