Adalta Capital Management LLC

Adalta Capital Management LLC (CRD# 283771) is a financial advisory firm headquartered in New York, NY. They manage $182,094,514 in 208 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    182
    MILLION
  • Total Number of Accounts
    208
    ACCOUNTS
  • Average Account Value
    $875,454
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NJ, NY, TX

Financial Advisors at Adalta Capital Management LLC
No Advisor Found.
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