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CA ADVISER, LLC
CRD 300183 · SEC 801-117602
4043 WALNUT STREET, PHILADELPHIA, PA, 19104-3550, United States
Phone
215-243-7000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$357.7M
Discretionary AUM
$357.7M
Team
17 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $357.7M |
States served
PA
Official SEC filing: View on IAPD