Adage Capital Management Company Information and Portfolio

Adage Capital Management is a hedge fund that was founded in 2001 by Phill Gross and Robert Atchinson. It's based in Cambridge, Massachusetts.

The company has a significant presence in the financial industry, with a team of experienced investment professionals. They employ a value-based investment approach.

Adage Capital Management has a long history of successful investments, with a focus on generating strong returns for their clients.

Adage Capital Management is a global investment firm founded by Phill Gross and Robert Atchinson in 2001. They have a long history of successfully managing assets for high net worth individuals, families, and institutions.

The firm's headquarters is located in Cambridge, Massachusetts, and they have a team of experienced investment professionals who work together to make informed investment decisions. They have a strong focus on research and analysis to identify opportunities and mitigate risks.

Adage Capital Management has a global investment approach, with the ability to invest in a wide range of asset classes and geographies. They have a flexible investment strategy that allows them to adapt to changing market conditions.

The firm's investment philosophy is based on a value-oriented approach, seeking to identify undervalued companies with strong fundamentals. They have a long-term perspective, taking a patient approach to investing that is not driven by short-term market fluctuations.

Adage Capital Management has a significant amount of assets under management, with a strong track record of delivering returns for their clients.

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Adage Capital Management has a significant investment portfolio, with a total of 103 investments made to date.

Their most recent investment was in PsiQuantum, a company based in Palo Alto, United States, which was founded in 2015. This investment was part of PsiQuantum's Series E, which was announced on September 10, 2025.

Adage Capital Management has also invested in other companies, including CAMP4, a company founded in 2018 and based in Cambridge, United States, and Equillium, a company founded in 2017 and based in San Diego, United States.

Here are some key details about Adage Capital Management's investments:

Adage Capital Management has made 103 investments, with their latest being in PsiQuantum as part of their Series E on September 10, 2025.

Their investments span various companies, including CAMP4 and Equillium. These investments demonstrate their diverse portfolio.

Adage Capital Management's investments are primarily in the United States. CAMP4, for instance, is based in Cambridge, while Equillium is located in San Diego.

Here are some of their notable investments:

Adage Capital Management's investment in PsiQuantum was part of their Series E, which highlights their focus on supporting companies in their growth stages.

Adage Capital Management has had a significant number of portfolio exits, with a total of 55. One of their latest portfolio exits was with Beckley Psytech, which was acquired through a merger on June 2, 2025, with a valuation of $XXM.

Their portfolio exits have been a mix of mergers and acquisitions, with some being private-to-private (P2P) deals. For example, Regulus Therapeutics was acquired by Novartis in a P2P deal on May 5, 2025, also with a valuation of $XXM.

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The acquirers of these companies have been major players in their respective industries. Atai Beckley acquired Beckley Psytech, while Novartis acquired Regulus Therapeutics. Telex Pharmaceuticals acquired ImaginAb on January 13, 2025, also with a valuation of $XXM.

Here is a breakdown of the portfolio exits:

It's worth noting that some of the portfolio exits have been private-to-private deals, which can be more complex and nuanced than public-to-public deals.

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Adage Tiverton, the quantitative investment arm of Adage Capital Management, achieved a 9% gain in 2023, its first full year of operation.

This impressive performance showcases the potential of quantitative investment strategies, which can be a valuable addition to a traditional fundamental stock-picking approach.

Adage Tiverton's success in its first year is a notable milestone, demonstrating the firm's ability to adapt and innovate in the investment landscape.

By combining traditional and quantitative strategies, investors may be able to diversify their portfolios and potentially increase returns.

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Adage Capital Management is a global investment management firm founded by Phill Gross and Robert Atchinson in 2009.

The firm is headquartered in Cambridge, Massachusetts, with additional offices in London and New York City.

Adage Capital Management manages over $12 billion in assets for its clients.

Phil Gross and Adage Capital have a long history that dates back to the mid-1980s when Gross and Robert Atchinson first crossed paths as investment analysts at the Harvard University endowment.

Gross and Atchinson, along with an 18-person team, departed Harvard in the 1990s to establish Adage Capital Management, which was supported by a $1.8 billion day-one investment from Harvard.

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By 2015, Adage had earned its place among the world's top 10 largest hedge funds, with its assets under management doubling in the preceding four years.

The firm boasted an annualized return of 9.7% since its inception, surpassing the S&P 500 benchmark, which stood at 6.4%.

Here are some of the top holdings in Adage Capital Management's portfolio:

In 2016, Adage secured the third position among major hedge funds in the Institutional Investor 2016 Hedge Fund Report Card, with commendable scores in Alpha generation, risk management, alignment of interest, infrastructure, and independent oversight.

Adage Capital Management has expressed skepticism about the universal applicability of ESG approaches, hinting at the potential for "greenwashing".

Adage Capital's nuanced stance on ESG investing emphasizes its focus on material financial factors.

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Adage Capital Management has joined the growing chorus of ESG critics.

The company communicated a nuanced stance on ESG investing to its clients, emphasizing its focus on material financial factors.

This skepticism about the universal applicability of ESG approaches is shared by some investors.

Adage Capital's letter to clients expresses concerns about the potential for 'greenwashing' in some ESG approaches.

This means that some companies may be making exaggerated or false claims about their environmental, social, and governance practices.

As a result, investors should be cautious when evaluating ESG claims.

Adage Capital's stance highlights the need for careful consideration and skepticism when evaluating ESG investing.

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Adage Capital Management has a significant presence in the hedge fund industry, with a portfolio value of $57,186,197,750.

The firm has experienced a 1.01% change in the current quarter, indicating a slight increase in its value.

Adage's annualized return since its inception is 9.7%, surpassing the S&P 500 benchmark of 6.4%.

The firm's assets under management have doubled in the preceding four years, a testament to its growth and success.

Here is a snapshot of Adage's top holdings:

Adage's performance has been impressive, with the firm securing the third position among major hedge funds in the Institutional Investor 2016 Hedge Fund Report Card.

Adage Capital Management is registered as an investment advisor with the Securities and Exchange Commission.

The firm is also a registered Commodity Trading Advisor (CTA) with the Commodity Futures Trading Commission (CFTC).

Adage Capital Management is a member of the National Futures Association (NFA).

The firm's compliance with regulatory requirements is overseen by its Chief Compliance Officer.

Adage Capital Management has a written code of ethics that outlines its commitment to ethical business practices.

The firm's code of ethics is designed to prevent conflicts of interest and ensure that its employees act in the best interests of its clients.

Adage Capital Management is subject to regular audits and inspections by regulatory bodies.

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Adage Capital Management operates in a competitive landscape, where identifying top competitors based on similar business traits is crucial. The company's strategy involves analyzing the market to determine which firms share its business characteristics.

In the investment management industry, Adage Capital Management faces stiff competition from firms with similar business models. These competitors often have extensive experience in managing client assets.

A key aspect of Adage Capital Management's competitive analysis is identifying firms with a strong track record of investment performance. This allows the company to assess its own performance relative to industry peers.

Adage Capital Management's competitors often have a significant presence in the market, with large client bases and extensive resources. This can make it challenging for the company to stand out and attract new clients.

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Adage Capital Management is a registered investment advisor with the Securities and Exchange Commission (SEC).

The firm's latest Form ADV, filed in 2022, indicates that Philip A. Gibbs serves as the firm's Chief Compliance Officer.

Adage Capital Management's most recent Form 13F filing, submitted in February 2023, reveals a portfolio of over $6.5 billion in assets under management.

As a registered investment advisor, Adage Capital Management is required to file periodic reports with the SEC, including Form ADV and Form 13F.

The firm's Form ADV also lists Philip A. Gibbs as the firm's Chief Investment Officer.

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Adage Capital Management has been backed by several prominent investors over the years.

These investors include those who have provided significant support, with 80% backing the firm.

If you need to contact an investor or partner at Adage Capital Management, you'll want to know their email format.

Common email formats for investment management firms like Adage Capital Management typically involve a combination of the employee's first name, last name, or initials.

For example, the email format [first_initial][last]@adagecapital.com or [first].[last]@adagecapital.com is likely to be used.

You can try using email formats like [email protected] or [email protected] to reach out to the right person.

Adage Capital Management has been backed by several prominent investors over the years, including individuals who have invested 80% of the firm.