1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ADALTA CAPITAL MANAGEMENT LLC

Map pinNEW YORK, NY
Phone212-832-5135
NotebookSEC #801-107823
Total AUM
$305.5M
Employees
3
Clients
77

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
445 PARK AVENUE
SUITE 16D
NEW YORK
NY 10022
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
212-832-5135

ReceiptFinancials

Total AUM
$305.5M
Accounts
193
Discretionary
$302.9M
Accounts
188
Non-Discretionary
$2.7M
Accounts
5

ContactClients

View more in analytics →

Individual Clients
20
AUM
$6.9M
HNW Individual Clients
53
AUM
$250.6M
Pooled Vehicle Clients
1
AUM
$717.7K
Pension/Profit Sharing Plan Clients
1
AUM
$1.8M
Charitable Organization Clients
1
AUM
$37.7M
Corporation or Business Clients
1
AUM
$7.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANJNYTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account