Adaptive Advisers, Llc
SEC-registered
Wealth Manager · Boutique (under $100M)
CRD 318716
· SEC file 801-126908
· Boston, MA
· darong-investments.com
☆ Save with Pro
ADV data as of Feb 07, 2026
- Regulatory AUM
- $450K
- Discretionary
- $450K
- Clients
- 2
- Avg AUM / client
- $225K
- Accounts
- 2
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2 | $450K | 100.0% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sun, Dazhen | Managing Member; Cco | Feb 2022 (5y) | 25% – 50% | |
| Wells, Jonathan | Member | Feb 2022 (5y) | 25% – 50% | |
| Wice, Nathaniel | Managin Member | Feb 2022 (5y) | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/07/2026 | 850 KB | 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
Services
- • Portfolio management for individuals/small businesses
- • Other services
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: Feb 07, 2026.
View current Form ADV (SEC/IAPD) ↗