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ADAMS DIVERSIFIED EQUITY FUND

Business and Investment Profile

The ADAMS DIVERSIFIED EQUITY FUND is a publicly held investment adviser that advises $3.25Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. ADAMS DIVERSIFIED EQUITY FUND is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 24.7% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 10.97 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 500 E. PRATT STREET, SUITE 1300, BALTIMORE, MARYLAND. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.

Employee Profile

They have 20 employees comprised of 10 investment and 10 non-investment staff. The total number of Employees decreased by 4.76% over the last 5-years.

Asset Profile

Their $3.25Bn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients total $3.25Bn or 100% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.

Client Profile

They advise 1 types of clients, top clients are Investment Companies (IC).

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses advisory fees and management fees.

Sub-Advisers

ADAMS DIVERSIFIED EQUITY FUND names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: ADAMS DIVERSIFIED EQUITY FUND

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Keywords: Adams Diversified Equity Fund, Adams Funds Advisers, Adams
Generated 2026-09-12T06:48:33.4777882.  © 2026 Convergence.