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Ade, LLC

● SEC registered since 2015CRD 168345SEC# 801-106631Baltimore, MD
Export (members)
Reg. AUM
$447.5M
Employees
9
Accounts
957
Location
Baltimore, MD

Ade, LLC assets under management

Ade, LLC is an investment advisory firm registered with the SEC based in Baltimore, MD. The firm has been registered since 2015. It reports $447.5 million in regulatory assets under management and employs 9 people.

Ade, LLC owners & executives

3 reported
NameTitleOwnershipSince
Gregory Paul Armstrong ControlManaging Member25-50%2013
Hugh Joseph Breslin ControlMember25-50%2018
Katie Anne Brown ControlChief Compliance Officer/Managing Partner10-25%2018

Frequently asked questions

How much does Ade, LLC manage?

Ade, LLC reports $447.5 million in regulatory assets under management on its Form ADV.

How many employees does Ade, LLC have?

Ade, LLC reports 9 employees.

Where is Ade, LLC located?

Ade, LLC is based in Baltimore, MD and has been SEC-registered since 2015.

Does Ade, LLC disclose fund performance?

Ade, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1500 Sulgrave Ave, Baltimore, MD 21209
Phone443-563-1111
Fax443-563-1119
Office hours8:30 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$447.5M▲ 28%
Mar '25 — $350.5MApr '25 — $350.5MMay '25 — $350.5MJun '25 — $350.5MJul '25 — $350.5MAug '25 — $350.5MSep '25 — $350.5MOct '25 — $350.5MNov '25 — $350.5MDec '25 — $350.5MJan '26 — $350.5MFeb '26 — $350.5MMar '26 — $447.5MApr '26 — $447.5MMay '26 — $447.5MJun '26 — $447.5M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers

Assets under management

$447.5Mregulatory AUM
Discretionary $446.4MNon-discretionary $1.1M