# Adero Partners

Adero Partners is a Multi Family Office based in Walnut Creek, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Walnut Creek, United States
- **Region:** North America
- **Address:** Walnut Creek, CA, United States
- **Founded:** 1999
- **Assets under management:** 4,383 (Altss estimate)
- **Website:** aderopartners.com
- **LinkedIn:** https://www.linkedin.com/company/adero-partners

## Regulatory record

- **Reports private funds:** No

## About

Adero Partners was established in 1999 by David Shaffer. Its capital base originated in the founders’ tax and wealth advisory work for Silicon Valley entrepreneurs. The firm deploys capital across private credit, private equity and real estate. It structures direct investments and portfolio allocations for ultra-high-net-worth families. Allocations remain concentrated in North America, primarily the United States. The team also maintains a multifamily real estate portfolio and a dedicated private credit sleeve. Adero Partners operates with professionals who hold CPA, CFP and CFA credentials. It functions as a partner firm within the Focus Financial Partners network. No additional offices are disclosed. No operational events from the last 24 months appear in available records. The firm’s architecture ties investment management directly to its tax and estate planning practice. This integration allows coordinated advice on both liquid and illiquid holdings for the same client families.

## Sectors

- Private Credit
- Private Equity
- Real Estate

## People

- David Shaffer — Founder and Managing Director
- Michael Spector — CEO
- Greg Warner — Chief Investment Officer

## Questions

### Who runs investment decisions at Adero Partners?

David Shaffer serves as Founder and Managing Director. Michael Spector is CEO. Greg Warner is Chief Investment Officer.

### How is Adero Partners structured relative to Focus Financial Partners?

Adero Partners operates as a partner firm within the Focus Financial Partners network while retaining independent management of client portfolios.

### What asset classes does Adero Partners allocate to?

The firm allocates across private credit, private equity and real estate, with a multifamily residential real estate portfolio held in the United States.

### Where does the underlying wealth originate?

Capital derives from the founders’ tax and wealth advisory practice serving Silicon Valley entrepreneurs.

### Does Adero Partners offer integrated planning services?

Yes. The firm combines estate planning, tax advisory and discretionary investment management through its team of CPAs, CFPs and CFAs.

### What is Adero Partners’ geographic focus?

Allocations and real estate holdings are concentrated in North America, primarily the United States.

### How does Adero Partners source its client base?

The client base consists primarily of ultra-high-net-worth families connected through the firm’s original tax and wealth advisory relationships.

## Related profiles

- [Bryn Mawr Capital Management](https://altss.com/profile/bryn-mawr-capital-management-llc)
- [Alpen Partners AG](https://altss.com/profile/alpen-partners-ag)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/adero-partners

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