RIA Intel›Advisers›California›ADERO PARTNERS, LLC

ADERO PARTNERS, LLC

Advisory

N·WALNUT CREEK, CA

Data as of Oct 31, 2024 · Source: SEC Form ADV

Total AUM

$4.4B

1-Year AUM Growth

+19.5%

3-Year CAGR

+12.6%

Employees

24

Assets Under Management

Total AUM$4.4B

Discretionary AUM$4.4B

Non-Discretionary AUM$28M

Discretionary %99.4%

Total Clients895

Team

Total Employees24

Investment Advisers50

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record38

First FilingJun 22, 2018

Latest FilingOct 31, 2024

🔒 Full AUM trend chart and 38 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ADERO PARTNERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.