“Moral courage is a rarer commodity than bravery in battle or great intelligence. Yet it is the one essential, vital quality for those who seek to change a world that yields most painfully to change.”
- Robert F. Kennedy
Adagio Institute is a 501(c)(3) public charity organized for the purpose of promoting financial education. We develop programs for financial professionals, real estate investors and the public at-large. Our mission is to promote broad adoption of meaningful risk-adjusted investment analysis, to democratize access to exclusive investment performance (e.g. top performing hedge funds, private equity, etc.) through education and services (e.g. third-party risk analytics, investment clubs, etc.), and to help deserving private alternative asset managers (e.g. real estate operators, hedge fund managers, etc.) access the capital markets.
THIRD-PARTY RISK ANALYTICS & THEORETICAL TRACK RECORD CONSTRUCTION
"Risk is not a story; it's not a relationship; it's not a feeling. Risk is a number: it's the probability of loss weighted by the potential degree of that loss."
We provide the RIA and independent broker-dealer community comprehensive, quantitative risk measures for private alternative investments. By utilizing performance data encompassing a minimum of one complete market cycle, we are able to meaningfully capture market, idiosyncratic and tail risk. For newer sponsors, we are further able to construct theoretical track records that ecompasses a complete market cycle by rigorously accounting for every measurable variable that contributes to their overall performance.
We’ve developed structures anyone can implement to democratize access to quality Reg D 506(b) issues. We work with financial advisors, insurance agents, IRA custodians, CPAs and others to administer investment clubs with monolithic risk-adjusted return and liquidity appetites that compliantly afford their clients access to quality private alternatives they would not be able to access individually.