Adagio Group Institutional Investors

Adagio engages in a full complement of financial services providing third-party (quantitative) risk analytics, institutional-grade fund management, and boutique investment banking services to the alternatives space. We recognize that investment gains and losses aren’t realized in a vacuum—free from the effects of global economic turbulence and market irrationality—and the difficulties inherent in predicting these turbulences or a market’s return to rationality. As a result, we believe successful long-term investing demands rigorous measurement and proactive management of a portfolio’s risk/reward profile. As an expression of these core principles, we measure the risk characteristics of investment opportunities by evaluating their susceptibility to market cycles via rigorous statistical analysis of both systematic and idiosyncratic historical data that encompass the 2008 financial crisis. Through effective risk measurement, structure, management, education and communication, we strive to deliver risk-adjusted performance that demonstrably exceeds what’s otherwise available through the public capital markets, after further adjusting for illiquidity. By this standard, we focus on working with best-in-class emerging managers (e.g. real estate sponsors, hedge fund managers, etc.), RIAs, broker-dealers, and due diligence firms who share our merit-based values.

Headquarters: Houston, Texas, United States
Investor Type: Investors with Large AUM (Assets Under Management)
Industry: Finance & Banking