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ADAMS STREET ADVISORS, LLC

CHICAGO, IL · CRD 333783 · IAPD ↗ · adamsstreetpartners.com · 312-553-7890

$672.1MRegulatory AUM
190Advisory reps
318Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

53
July 2026 — ADAMS STREET ADVISORS, LLC reported RAUM up 28% ($524.2M -> $672.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
43
April 2026 — ADAMS STREET ADVISORS, LLC added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
April 2026 — ADAMS STREET ADVISORS, LLC grew from 142 to 190 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
March 2025 — ADAMS STREET ADVISORS, LLC (CHICAGO, IL) is newly SEC-registered with $0 RAUM and 142 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.