Capital, intelligently governed.
Connect research, risk, execution and oversight in one system.
You set the mandate. AI runs the firm.
- Allocators
- Managers
- Risk & compliance
- Family offices
- Sovereign
Order blocked — would reach 7.3% single-name. §4.2
No single name above 7% of NAV.
R. Haddad co-signed mandate v2.5
Don’t add AI to the firm. Rebuild the firm around it.
Adaptic gives family offices and boutique managers an AI-native investment operation: an agentic workforce and intelligent systems that do the work inside limits people set, approve and can audit.
Mandates, not instructions
Intent authored once, carried out continuously.
Policy as code
Rules compiled and enforced, not remembered.
Insert-only memory
Every decision written once, never edited.
Explanation by default
Every action carries its lineage and clause.
Judgment at the edge
The irreversible waits for a named human.
Author the mandate. Watch it run. Intervene with judgment.
Author the mandate.
Write intent in plain language. It compiles to policy you can read, diff and co-sign — four-eyes, always.
Watch it run.
Agents operate inside the envelope. Every order is checked before it leaves; observers report posture continuously.
Intervene with judgment.
Gates surface only what needs a human. Irreversible actions wait for a named signer. If you do nothing, the kernel holds.
Global equity L/S. No single name above 7% of NAV. No sector above 22%. Gross exposure within 2.0×. Any tier D exit requires a named human.
Models are probabilistic. The permission is not.
Agents propose. A deterministic kernel — the mandate, compiled — decides what is permitted. Every outcome, allowed or blocked, lands in the ledger.
Kernel
Compiled policy, the state machine and the gates.
Research
Observatory
Coverage
Five layers of control
Humans govern. Machines operate.
The machine operates
- Research, signals and thesesAUTO
- Sizing and routing inside limitsAUTO
- Reconciliation and NAV calculationAUTO
- Soft-limit warnings · exit tier BNOTIFY
The human governs
- Mandate changes · strategy go-liveAPPROVAL-GATED
- Wires and NAV releaseHUMAN-GATED
- Sanctions clearance and filingsHUMAN-GATED
- FLATTEN, HALT and resumeHUMAN-GATED
Every trade explains itself.
Trace any outcome from portfolio to name to factor — rates, dollar, oil, volatility, growth, credit, liquidity — and back. Ask in plain language; every answer cites the ledger.
Ask Ada
Illustrative sample responsesThe semis sleeve was reduced by 0.4%. Sector weight had reached 21.6% against a 22.0% cap, and the sleeve carried most of the book’s rate sensitivity.
Written once. Never edited.
Built for the people accountable for capital.
Institutional governance without institutional headcount.
Start with a shadow pilot. Your mandate, your gates, your people — and a machine core that does the work.
- Six-week shadow pilot, no capital at risk
- A small nucleus governs a whole firm
- Human gates on every irreversible action
Our own capital. On our own system.
Adaptic runs a proprietary fund — our own capital, trading live — on the full stack: kernel, ledger, Observatory and close. While licensing is pending, we manage no outside capital.
Proprietary fund · last 30 days
Status
- Proprietary fund · own capitalTrading live
- Kernel and policy engineLive · own fund
- Decision ledgerLive · own fund
- Observatory and Ask AdaLive · own fund
- Close, NAV and reconciliationIn pilot
- Regulatory authorizationLicensing pending
- Outside capital under managementNone until licensed
Jurisdictions
- DIFCNOW · Licensing pending
- ADGMIn progress
- United KingdomIn progress
- SingaporeIn progress
- European UnionIn progress
Adaptic holds no licence in any jurisdiction yet. Our proprietary fund trades only our own capital; we will not manage outside capital until authorized. Status describes where we are building, not what we are permitted to do.
A six-week shadow pilot. No capital at risk.
We are hiring the people who govern the machine.
- Kernel & policy engineering
- Agent research
- Risk, compliance & controls
- Fund operations & close
- Product design & interpretability