Adams Diversified Equity Fund, Inc. (Baltimore)


Adams Diversified Equity Fund, Inc. is a large advisory firm based in Baltimore. It manages $1.58 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Maryland and Massachusetts.

Adams Diversified Equity Fund provides internally-managed registered investment company. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Adams Diversified Equity Fund: assets under management

The assets under management (AUM) of Adams Diversified Equity Fund, Inc. is $1.58 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.58 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.58 billion each.

What kind of clients Enrique Rogelio Arzac serves?

The only and largest group of clients of Enrique Rogelio Arzac is investment companies with 1 clients and $1.58 billion of assets under management. Among the 6 most similar advisory firms, Adams Diversified Equity Fund has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $1.58 billion for 1 clients. None of the firm’s clients are foreign persons or businesses.

Adams Diversified Equity Fund doesn't advise any private funds.

Careers at Adams Diversified Equity Fund, Inc.

The company employs 21 people that are either part- or full-time employees. 48 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Enrique Rogelio Arzac has been acting as President since 1 Jun 1983. Lauriann Crandall Kloppenburg joined the executive team most recently as the Director.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Enrique Rogelio Arzac Director 1 Jun 1983 Other 6545432
Kathleen Theresa Mcgahran Director; non-executive chair 1 Nov 2003 Other 6545349
Phyllis Olympia Bonanno Director 1 Nov 2003 Other 6545440
Jr. Lawrence Lewis Hooper General counsel & cco 1 Apr 2004 Other 6545347
Roger William Gale Director 1 Dec 2005 Other 6545454
Craig Robert Smith Director 1 Dec 2005 Other 6545459
Frederic Alan Escherich Director 1 Feb 2006 Other 2637008
Kenneth James Dale Director 1 Jan 2008 Other 2635252
Brian Stephen Hook Cfo 1 Mar 2012 Other 6545341
Mark Edward Stoeckle Ceo & president 1 Feb 2013 Other 2820507
James Phillip Haynie Executive v.p. 1 Aug 2013 Other 1608996
Douglas Cotton Swindell Executive vice president 1 Jan 2015 Other 1411901
Lauriann Crandall Kloppenburg Director 1 Oct 2017 Other 4216151

Based in Baltimore

The principal office where Adams Diversified Equity Fund, Inc. performs its advisory services is located at 500 E. Pratt Street, Suite 1300, Baltimore, MD 21202 3580, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 410-752-5900 or by fax 410-659-0080. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at adamsfunds.com.

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