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ADALTA CAPITAL MANAGEMENT LLC

UUID0c40b316-28c7-56d7-9ccd-0a0250d5ebcb
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:53
Updated2025-10-23 02:23:53

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 283771 283771 1.0
cik 0001698926 1698926
sec_file_number 801-107823 801-107823

Profile

WebsiteHTTP://WWW.ADALTACAP.COM
HQ CityNEW YORK
HQ StateNY
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)273,925,166.0
  • RAUM (discretionary)271,446,199.0
  • Actionable assets268,019,009.0
  • Accounts189.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM1,469,504.0
  • Charitable AUM37,761,531.0
  • HNW AUM220,502,380.0

As of 2025-03-31 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.