Adi Dassler Family Office LLC is a mid-sized advisory firm based in New York. It manages $31.67 million of regulatory assets for 58 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Arizona, California, Florida, and 6 other states.
Adi Dassler Family Office provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Adi Dassler Family Office LLC is $31.67 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Adi Dassler Family Office LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed 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.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Adi Dassler Family Office is high net worth individuals with 15 clients and $27.8 million of assets under management. Among the 2 most similar advisory firms, Adi Dassler Family Office has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $31.67 million for 37 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Adi Dassler Family Office doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
David Allan Wasitowski joined the executive team most recently as the Chief Compliance Officer.
The principal office where Adi Dassler Family Office LLC performs its advisory services is located at 275 Madison Avenue, New York, NY 10016, which is also the mailing address of the firm. An additional office of the firm is in Miami, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 646-809-3600. The normal business hours are 9am - 5pm on Monday - Friday.