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Adler & Company
Frederick R. Adler founded Adler & Company as the family office overseeing capital generated from his career as a venture capital pioneer.
Adler & Company
Frederick R. Adler founded Adler & Company as the family office overseeing capital generated from his career as a venture capital pioneer. Adler was an early investor in companies such as Intel and Digital Equipment Corporation, and his firm carries that technology-investing DNA. The office is now led by his son-in-law, Philip R. Chapman, as President. Adler & Company deploys capital across multiple asset classes, including venture capital, private equity, real estate, and special situations. The firm holds Broadway production rights and maintains a Manhattan residential portfolio. Geographic focus centers on the United States, with New York as the core hub for both real estate and entertainment assets. Portfolio activities include direct co-investments alongside external GPs. The firm operates with a lean team. Jay S. Nickse serves as CFO and is also a partner at JPL Advisors, a registered investment advisor founded by Lazar Nikolic, who serves as a portfolio manager at Adler. The family office also maintains philanthropic structures, including the Catherine and Frederick Adler Chair for Junior Faculty and the Catherine and Frederick Adler Scholarship Program. A structural differentiator is the firm's dual identity as both a family office and an operating company through its Broadway production arm. This hybrid model allows the firm to hold intellectual property assets—theatrical rights—alongside traditional financial investments, a rare combination among single-family offices.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Frederick R. Adler
Founder
Philip R. Chapman
President
Jay S. Nickse
CFO
Lazar Nikolic
Portfolio Manager
Sector focus
Frequently asked questions
Who runs investment decisions at Adler & Company?
Investment decisions are led by President Philip R. Chapman, son-in-law of founder Frederick R. Adler. Jay S. Nickse, CFO, and Lazar Nikolic, portfolio manager (also founder of JPL Advisors), round out the investment team.
How does Adler & Company source proprietary deal flow?
The firm draws on Frederick Adler's network from decades in venture capital, including early investments in Intel and Digital Equipment Corporation. The team also leverages relationships in New York's technology, real estate, and Broadway ecosystems.
Is Adler & Company structured as a single family office or does it operate more like a venture firm?
Adler & Company is a single-family office. It does not market itself as a fund manager and does not solicit outside capital. Its investment style, however, mirrors a venture firm's direct-deal approach, particularly in technology and entertainment assets.
What investment stages does Adler & Company typically target?
The firm targets venture-stage and growth equity opportunities in technology, alongside direct real estate holdings and special-situation investments. It also holds Broadway production rights, which function as intellectual-property investments with upfront capital commitments.
Which sectors does Adler & Company explicitly avoid?
The firm appears to avoid public equities, fixed income, and traditional asset-management strategies. Its focus remains on illiquid, direct-investment opportunities where the family can exercise control or influence.
How does Adler & Company's Broadway production arm operate?
The firm holds Broadway production rights as a direct asset class. Catherine Adler, wife of Frederick, was a prominent theatrical producer. This arm functions as an operating business within the family office, generating returns through box-office revenue and licensing.
Does Adler & Company maintain philanthropic structures, and how are they separated?
Yes. The firm funds the Catherine and Frederick Adler Chair for Junior Faculty and the Catherine and Frederick Adler Scholarship Program. These are separate from the investment portfolio and managed through a foundation structure.
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