Adagio Group
Adagio Group Investment Banking
Adagio Group Investment Banking
If you are an RIA with more than 50MM in AUM looking to double or triple your revenue within the next year. You‘ve most probably thought about spending more on marketing or attempting to buy other RIAs.

As you know, marketing has become harder and more expensive than ever, and an acquisitions strategy sounds great until you realize there are 52 bidders per each RIA up for sale; it’s not exactly a buyer’s market.

We’ve actually run into the opposite problem…

We’re a boutique investment bank that serves the institutional space: fund of funds, small pension funds and endowments. Our marketing infrastructure and partnerships have generated over 125,000 high net worth individuals that are looking to invest with the merit-based approach described in my book, The Shadow Banker’s Secrets: Investment Banking for Alternatives.
We feel an obligation to serve the retail investors in our ecosystem, so we’ve decided to partner with a handful of RIAs that match the following criteria:

1)  Have a minimum AUM of $50MM… or at least have that level of AUM readily accessible.

2)  Have the intellectual capacity to understand the basics of risk-adjusted performance measures.

3)  Be willing to adopt merit-based portfolio construction principles that may deviate from your current protocols, but move you into the institutional sphere.

In short, be committed to running your investment management business in a manner that best serves your clients.

We will not only deliver thousands of new high net worth clients to you, but in the process, we’ll differentiate and de-commoditize your firm; triple the revenue of your existing client base, and have them thank you for the privilege.

If you can check all of these boxes or at least see yourself doing so, let’s talk!
ADAGIO, LLC © 2023 All Rights Reserved
5100 Westheimer Rd, Ste 115 • Houston, Texas 77056
LEGAL DISCLAIMER:  This site and its content are not an offer to sell, nor a solicitation of an offer to purchase any securities instrument or any interest in Adagio, LLC or its current or future affiliated entities ("Adagio Group").

This website and its contents including any blogs are a publication of Adagio Group. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the topics discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

Adagio Group is not a law firm or a broker/dealer. Readers are advised that articles, blog posts and other content are provided solely for informational purposes. The opinions and analyses included herein are based on sources believed to be reliable and written in good faith, but no representation or warranty, expressed or implied, is made as to their accuracy, completeness, timeliness, or correctness. Neither we nor any information providers Adagio Group may have engaged shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or any delay or interruptions in, the transmission thereof to the users.

Information on this website and blog do not involve the rendering of personalized investment or legal advice. A professional advisor should be consulted before implementing any investment strategy or transactions. Content should not be construed as financial, legal or tax advice. Always consult an attorney, tax professional or financial adviser regarding your specific legal, tax or financial situation. Investment information is provided without consideration of your financial sophistication, experience, financial situation, investing time horizon, or risk tolerance. Readers are urged to consult with their own independent financial advisers with respect to any investment.

Hyperlinks on this website are provided as a convenience; Adagio Group disclaims any responsibility for information, services, or products found on websites linked hereto. Additionally, Adagio Group is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Images or mentions of various organizations, services or investments do not represent an endorsement of or by Adagio Group or its affiliates.
PRIVACY POLICY (Effective date: November 16, 2018)

Adagio Group ("us", "we", or "our") operates the website (the "Service"). This page informs you of our policies regarding the collection, use, and disclosure of personal data when you use our Service and the choices you have associated with that data. We use your data to provide and improve the Service. By using the Service, you agree to the collection and use of information in accordance with this policy.

Information Collection And Use
We collect several different types of information for various purposes to provide and improve our Service to you.

Types of Data Collected
Personal Data
While using our Service, we may ask you to provide us with certain personally identifiable information that can be used to contact or identify you ("Personal Data"). Personally identifiable information may include, but is not limited to: email address, first name and last name, and cookies and usage data.

Usage Data
We may also collect information how the Service is accessed and used ("Usage Data"). This Usage Data may include information such as your computer's Internet Protocol address (e.g. IP address), browser type, browser version, the pages of our Service that you visit, the time and date of your visit, the time spent on those pages, unique device identifiers and other diagnostic data.

Tracking & Cookies Data
We use cookies and similar tracking technologies to track the activity on our Service and hold certain information. Cookies are files with small amount of data which may include an anonymous unique identifier. Cookies are sent to your browser from a website and stored on your device. Tracking technologies also used are beacons, tags, and scripts to collect and track information and to improve and analyze our Service. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Service. Examples of cookies we use: session cookies to operate our Service; preference cookies to remember your preferences and various settings; and security cookies for security purposes.

Use of Data
Adagio Group uses the collected data for various purposes to: provide and maintain the Service; notify you about changes to our Service; allow you to participate in interactive features of our Service when you choose to do so; provide customer care and support; provide analysis or valuable information so that we can improve the Service; monitor the usage of the Service; and detect, prevent and address technical issues.

Transfer Of Data
Your information, including Personal Data, may be transferred to—and maintained on—computers located outside of your state, province, country or other governmental jurisdiction where the data protection laws may differ than those from your jurisdiction. If you are located outside United States and choose to provide information to us, please note that we transfer the data, including Personal Data, to United States and process it there. Your consent to this Privacy Policy followed by your submission of such information represents your agreement to that transfer. Adagio Group will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Policy and no transfer of your Personal Data will take place to an organization or a country unless there are adequate controls in place including the security of your data and other personal information.

Disclosure Of Data
Legal Requirements
Adagio Group may disclose your Personal Data in the good faith belief that such action is necessary to: comply with a legal obligation; protect and defend the rights or property of Adagio Group; prevent or investigate possible wrongdoing in connection with the Service; protect the personal safety of users of the Service or the public; and/or protect against legal liability.

Security Of Data
The security of your data is important to us, but remember that no method of transmission over the Internet, or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your Personal Data, we cannot guarantee its absolute security.

Service Providers
We may employ third party companies and individuals to facilitate our Service ("Service Providers"), to provide the Service on our behalf, to perform Service-related services or to assist us in analyzing how our Service is used. These third parties have access to your Personal Data only to perform these tasks on our behalf and are obligated not to disclose or use it for any other purpose.

We may use third-party Service Providers to monitor and analyze the use of our Service.

Google Analytics  is a web analytics service offered by Google that tracks and reports website traffic. Google uses the data collected to track and monitor the use of our Service. This data is shared with other Google services. Google may use the collected data to contextualize and personalize the ads of its own advertising network. You can opt-out of having made your activity on the Service available to Google Analytics by installing the Google Analytics opt-out browser add-on. The add-on prevents the Google Analytics JavaScript (ga.js, analytics.js, and dc.js) from sharing information with Google Analytics about visits activity. For more information on the privacy practices of Google, please visit the Google Privacy & Terms web page:

Links To Other Sites
Our Service may contain links to other sites that are not operated by us. If you click on a third party link, you will be directed to that third party's site. We strongly advise you to review the Privacy Policy of every site you visit. We have no control over and assume no responsibility for the content, privacy policies or practices of any third party sites or services.

Children's Privacy
Our Service does not address anyone under the age of 18 ("Children"). We do not knowingly collect personally identifiable information from anyone under the age of 18. If you are a parent or guardian and you are aware that your Children has provided us with Personal Data, please contact us. If we become aware that we have collected Personal Data from children without verification of parental consent, we take steps to remove that information from our servers.

Changes To This Privacy Policy
We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page. We will let you know via email and/or a prominent notice on our Service, prior to the change becoming effective and update the "effective date" at the top of this Privacy Policy. You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.

Contact Us
If you have any questions about this Privacy Policy, please contact us by email:
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