Adalta Capital Management LLC

Adalta Capital Management LLC (CRD# 283771) is a financial advisory firm headquartered in New York, NY. They manage $258,033,989 in 186 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
445 Park Avenue, Suite 16d, New York, NY 10022
http://www.adaltacap.com
By the Numbers
  • Total Assets Under Management
    258
    MILLION
  • Total Number of Accounts
    186
    ACCOUNTS
  • Average Account Value
    $1,387,280
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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
Showing 1 - 4 of 4 top financial advisors.
1
David Rappa, financial advisor New York NY
David E. Rappa
CRD#: 5204702
445 Park Avenue, Suite 16d, New York, NY 10022

David Rappa (CRD# 5204702) is an Investment Advisor Representative working at Adalta Capital Management LLC in New York, NY and has 1 year of experience in the finance industry.

2
Maxwell Snyder, financial advisor New York NY
Maxwell H. Snyder
CRD#: 7434911
445 Park Avenue, Suite 16d, New York, NY 10022

Maxwell Snyder (CRD# 7434911) is an Investment Advisor Representative working at Adalta Capital Management LLC in New York, NY and has 1 year of experience in the finance industry.

3
Peter Vlachos, financial advisor New York NY
Peter A. Vlachos
CRD#: 734740
445 Park Avenue, Suite 16d, New York, NY 10022

Peter Vlachos (CRD# 734740) is an Investment Advisor Representative working at Adalta Capital Management LLC in New York, NY and has 1 year of experience in the finance industry.

4
Zoe Vlachos, financial advisor New York NY
Zoe A. Vlachos
CRD#: 2667712
445 Park Avenue, Suite 16d, New York, NY 10022

Zoe Vlachos (CRD# 2667712) is an Investment Advisor Representative working at Adalta Capital Management LLC in New York, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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