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ADALTA CAPITAL MANAGEMENT LLC
CRD 283771 · SEC 801-107823
445 PARK AVENUE, SUITE 16D, NEW YORK, NY, 10022, United States
Phone
212-832-5135
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$305.5M
Discretionary AUM
$302.9M
Team
3 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $6.9M |
| High net worth individuals | 53 | $250.6M |
| Pooled investment vehicles | 1 | $718K |
States served
CA, MA, NJ, NY, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD