Overview
Assets Under Management: $1.6 billion
Headquarters: ALAMEDA, CA
High-Net-Worth Clients: 113
Average Client Assets: $0.6 million
Frequently Asked Questions
ADELANTE CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107382), ADELANTE CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
ADELANTE CAPITAL MANAGEMENT LLC is headquartered in ALAMEDA, CA.
ADELANTE CAPITAL MANAGEMENT LLC serves 113 high-net-worth clients according to their SEC filing dated February 03, 2025. View client details ↓
According to their SEC Form ADV, ADELANTE CAPITAL MANAGEMENT LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
ADELANTE CAPITAL MANAGEMENT LLC manages $1.6 billion in client assets according to their SEC filing dated February 03, 2025.
According to their SEC Form ADV, ADELANTE CAPITAL MANAGEMENT LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 113
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 4.00%
Average Client Assets: $0.6 million
Total Client Accounts: 133
Discretionary Accounts: 133
Regulatory Filings
CRD Number: 107382
Filing ID: 1931618
Last Filing Date: 2025-02-03 12:14:00