Adrian Day Asset Management

What Adrian Day Asset Management does

Adrian Day Asset Management (legal entity: Global Strategic Management, Maryland) is a privately held boutique investment adviser founded in 1991 by Adrian Day, operating from Annapolis, Maryland with approximately seven to eight staff. The firm manages discretionary individual portfolios for high-net-worth individuals, families, and small institutions globally, employing a contrarian value-investing philosophy that combines global diversification with a specialization in natural-resource equities. Its core offering comprises three account types — Gold Accounts (precious-metals equities), Resource Accounts (oil, gas, base metals, commodities), and Global Accounts offered in Conservative, Growth, and Aggressive risk profiles — each individually managed and held at carefully selected third-party custodians including offshore options for non-US clients.

The firm's investment process is fundamentally driven by human research rather than proprietary technology: it applies fundamental analysis on balance-sheet quality, debt, margins, free cash flow, and management assessment to identify undervalued assets, with a contrarian bias toward sectors and geographies overlooked by mainstream investors. Tactical elements include incremental buying and selling, opportunistic use of put-writing for income, and a high cash reserve treated as a 'residual' rather than a top-down allocation. Adrian Day's personal brand — built through two authored books on global and resource investing and recurring appearances on Kitco News, Bloomberg, CNBC, Barron's and major resource investment conferences — is the primary client-acquisition asset.

Commercially, the firm charges asset-based management fees in a wrap-type structure with size-based discounting; minimums are $200,000 for Gold or Resource Accounts and $500,000 for Global Accounts. Distribution is entirely direct, with no intermediaries, and accounts are managed under limited power of attorney. The firm is founder-controlled with no external institutional investment, no subsidiaries, and no disclosed parent entity, leaving it structurally exposed to key-person risk on Adrian Day.

Name

Adrian Day Asset Management

Legal name

Global Strategic Management

Website

https://adriandayassetmanagement.com

Company type

Private

Founded year

1991

Operating status

Operating

Headcount range

1–10 employees

Short description

Adrian Day Asset Management is a privately held boutique investment adviser founded in 1991, managing fully discretionary portfolios for high-net-worth individuals, families, and small institutions globally through value-oriented Gold, Resource, and Global account strategies from Annapolis, Maryland.

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL)

akta.pro secondary industries

Private Client/High-Net-Worth Advisory (FSAEAAAN), Global Equity (Active) (FSAAAIAD)

Keywords

• Investment management services
• Discretionary portfolio management
• Global value investing
• Natural resource investing
• Wealth management advisory

Headquarters

HQ city

San Juan

HQ country

Puerto Rico

HQ region

Latin America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Asset Management Fees: The firm charges asset-based management fees for discretionary portfolio management services. Fees cover all management services with discounting based on asset size. Part or all of the fee may be tax deductible. The firm operates a wrap-type fee program.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Adrian Day Asset Management (legal entity: Global Strategic Management) is a boutique registered investment adviser founded in 1991 that provides fully discretionary, individualized portfolio management to high-net-worth individuals, families, and small institutions. Its offerings center on three complementary account types: Gold Accounts (precious metals equities), Resource Accounts (oil, gas, base metals, commodities), and Global Accounts (worldwide equity strategies in Conservative, Growth, and Aggressive variants), all managed under a contrarian global value investing philosophy.

Product overview

Adrian Day Asset Management offers a unified investment management service with three complementary account types: Gold Accounts (focused on precious metals equities), Resource Accounts (covering oil, gas, and base metals), and Global Accounts (diversified worldwide equity strategies in Conservative, Growth, and Aggressive variants). All accounts are individually managed with personalized portfolios tailored to each client's objectives. The firm employs a value investing philosophy with global reach, emphasizing long-term holdings and contrarian opportunities, particularly in undervalued resource companies.

Differentiator

Problem solved

Functional benefit

Products and services

• Gold Accounts Discretionary managed accounts concentrated on gold and precious metals equities, providing targeted exposure to the gold mining sector with dedicated portfolio management for investors seeking gold sector investments. Minimum account size is $200,000.
• Resource Accounts Discretionary managed accounts targeting the natural resources sector beyond precious metals, including oil and gas, base metals, and broader commodities. Minimum account size is $200,000.
• Global Accounts (Conservative, Growth, Aggressive) Discretionary managed accounts offering diversified worldwide equity exposure across multiple geographies and sectors, available in three risk profiles: Conservative, Growth, and Aggressive. Minimum account size is $500,000.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Sprott Asset Management: Specialist asset manager with deep expertise in precious metals, natural resources and commodities. Closely comparable to Adrian Day's Gold and Resource Accounts in thematic focus and HNW/individual investor client base, though larger and with broader product set including bullion trusts and ETFs.
• Tocqueville Asset Management: Boutique value-oriented wealth manager with a similar individualized, discretionary model serving HNW individuals and families. Directly comparable in philosophy (long-term value investing) and boutique scale.
• Tweedy, Browne & Co: Long-tenured value investing boutique applying a global, contrarian, fundamentals-first approach. Highly comparable in philosophy (deep value, long holding periods) and in serving individual and family clients with personalized discretionary management.
• Royce Investment Partners: Boutique manager specializing in small-cap and resource-oriented value equities. Directly comparable in the small-cap/value/resource thematic focus and the boutique RIA-style distribution model.
• Third Avenue Management: Concentrated, deep-value boutique serving HNW and institutional clients with a fundamental, contrarian investment approach. Comparable in value-boutique philosophy and concentration in undervalued, often resource-heavy names.
• Euro Pacific Capital: Global, value-oriented wealth manager with strong resource-sector and precious-metals emphasis serving individual investors. Comparable in global-value/resource thematic focus and direct-to-individual distribution.
• Ruane, Cunniff & Goldfarb (Sequoia Fund): Boutique long-term value manager with individualized, concentrated portfolios and a multi-decade track record. Highly comparable in long-tenured, value-investing boutique model serving wealthy individuals and families.

Broad incumbents

• First Eagle Investment Management: Established global value manager offering multiple strategies (including dedicated commodity/resource sleeves) to both institutional and HNW clients. Comparable in global value-with-resource-overlay philosophy but at meaningfully larger scale and broader distribution.
• Gabelli Funds: Multi-strategy value and asset-allocation firm with dedicated gold, resource and equity-income products. Shares the value-investing heritage and resource-sector specialization, but operates as a larger incumbent with public funds and institutional channels.
• Van Eck Associates: Asset manager with prominent resource and hard-asset ETFs/strategies (e.g., gold miners ETF suite). Comparable in resource-sector thematic exposure and individual-investor audience, but operates at much larger scale via passive products.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• YouTubeyoutube.com/@AdrianDayAssetManagement

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Adrian Day Asset Management