Confidential. No asset gathering. Fixed-fee advisory.
Institutional standards for concentrated public equities investors.
Adar supports founder-led capital pools and lean investment teams in strengthening portfolio discipline, stress testing, and governance documentation, where capital has scaled faster than process.
Engagements
Three common entry points.
- Process Diagnostic (two-week review)
- Institutional Upgrade (templates, oversight, documentation)
- Strategy Validation (pre-investment stress and sizing constraints)
Services
Process Diagnostic
Independent review of portfolio construction, risk process, and decision records, with a prioritised improvement plan.
Institutional Upgrade
Build-out of practical frameworks: stress architecture, liquidity capacity, oversight cadence, and IC documentation.
Strategy Validation
Validation packs for high-conviction ideas: downside pathways, regime mapping, liquidity, and sizing constraints.
Approach
Independent, conflict-free, and implementable
Experience from multi-manager platforms applied to entrepreneurial capital structures. Outputs are designed to be used by lean teams, not filed away.
Founder
Julien Jacob
Former public equities portfolio manager with 18 years across multi-manager and global long/short platforms including Point72, ExodusPoint, GLG, Arrowgrass, and Segantii. Adar was created to bring institutional capital allocation standards and decision process to concentrated capital pools.