Adam & Company Wealth Management Fund I

Adam & Company Wealth Management

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Status

ACTIVE

Global HQ

Edinburgh, United Kingdom

Countries of investment

Scotland
United Kingdom

Investment stages

Wealth Management

Industries

Waste Management

About
Adam & Company Wealth Management in Edinburgh, Scotland offers personalized wealth management and investment services, prioritizing enduring relationships and meticulous care of your wealth.

Min check size: $500K
Max check size: $5M
Fund size: Unlock
NPS: Unlock

Investment Thesis

Adam & Company wealth Management takes a personal approach to investing, meticulously managing wealth and aligning financial plans with investment strategies to achieve longterm prosperity. They aim to harmonize investment strategies with longterm financial planning goals.

Lead investor: Unlock
Co Invest: Unlock
Number of exits: Unlock
Preferred contact method: Unlock

Manager's Experience

Mid-tier fund specializing in growth-stage investments within the technology sector. Targeting opportunities primarily in North America and Europe, the fund has executed over 15 deals, including notable exits in the SaaS and cybersecurity domains. The investment style is operator-led, emphasizing sector expertise and mentorship for portfolio companies. Recognized for its proactive approach and strong network within the tech ecosystem.