This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$4.4MItem 5.F on the latest filing (2026-01-29); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$4.4M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

1

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

4

SEC number

801-113287

CRD

293512

Filings on the tape

10

First filed

Apr 24, 2018

Latest filed

Jan 29, 2026

Organised

Limited Liability Company, DE

Website

adlervaluefund.com

• Occurred

  Apr 24, 2018
  First Form ADV filing

  Adler Asset Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0597a004-af26-38b5-39eb-37693fcf3dc7

First observed

Apr 24, 2018

Last observed

Jan 29, 2026 7 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.