A complete list of active advisors currently associated with Adalta Capital Management LLC
Warmer can help you find a great advisor at Adalta Capital Management LLC or one who fits your needs even better.
Adalta Capital Management LLC provides asset management primarily through customized separately managed accounts and also advises private investment funds. Its client base includes high‑net‑worth and non‑HNW individuals, trusts and estates, family offices and institutional entities, and the firm discloses that it manages or advises pooled investment vehicles and corporate, pension/profit‑sharing plan and charitable organization clients. The firm follows a long‑only, value‑based investment discipline focused on financially strong companies and may allocate to select third‑party managers after conducting due diligence; portfolios are constructed separately for taxable and tax‑exempt investors and can incorporate client‑imposed restrictions. Most accounts are managed on a discretionary basis, Adalta provides portfolio management for pooled vehicles and private funds, and it may assess performance‑based fees for qualified clients (e.g., clients with at least $1.1 million under management or specified net worth thresholds). Compared with many peers, Adalta combines several less common elements: selection and allocation to outside advisers, management of pooled vehicles and institutional plan accounts (including pension and charitable clients), and the use of performance‑based compensation alongside percentage‑of‑AUM fees. The firm discloses potential conflicts when recommending affiliated private funds and states a mitigation — it will not include the value of affiliated funds when calculating its advisory fee — and it describes specific fee and eligibility conditions for performance arrangements.
To learn more about the advisors currently working at Adalta Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 5
| |
New York, NY
| 5
| |
New York, NY
| 7
| |
New York, NY
| 5
|
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