# Adaptive Advisers, LLC

> Adaptive Advisers, LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 7, 2026.

- CRD: 318716
- Filed as: ADAPTIVE ADVISERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: February 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318716
- AdvisorCensus page: https://advisorcensus.com/firm/adaptive-advisers-llc-boston-ma-318716

## Quick answers

**How is Adaptive Advisers, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Adaptive Advisers, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Adaptive Advisers, LLC located?**
Adaptive Advisers, LLC's principal office is in Boston, MA, according to its Form ADV.

**Is Adaptive Advisers, LLC registered with the SEC or a state?**
Adaptive Advisers, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318716.

**How much does Adaptive Advisers, LLC manage?**
Adaptive Advisers, LLC reports $450,000 in regulatory assets under management in its Form ADV filing dated February 7, 2026 (100% discretionary).

**How have Adaptive Advisers, LLC's assets and staff changed since 2023?**
In the Form ADV data for Adaptive Advisers, LLC: Total employees: 3 in October 2023 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Adaptive Advisers, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2).

**Does Adaptive Advisers, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318716

**What changed in Adaptive Advisers, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 1 to 0.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $450,000
- Discretionary: $450,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $450,000 |
| High net worth individuals | Not reported | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2022 (3 years)
- Employees: 3 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- darong-investments.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | Not reported | 3 | April 5, 2023 |
| October 2024 | Not reported | 3 | April 5, 2023 |
| October 2025 | Not reported | 3 | April 8, 2025 |
| October 2026 | $450,000 | 3 | February 7, 2026 |

Total employees: 3 in October 2023 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 1 to 0.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Adaptive Advisers, LLC (CRD 318716): Form ADV filing data as of October 2026.