ADALTA CAPITAL MANAGEMENT LLC
CRD #283771 SEC #801-107823 NEW YORK, NY 212-832-5135
SEC Registered Private Funds
Total AUM
$273.9M
Discretionary
$271.4M
Employees
3
Clients
--
Accounts
189
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $273.9M | $271.4M | $2.5M | 3 | 1 |
| Mar 2024 | $258M | $254.3M | $3.7M | 3 | 1 |
| Apr 2023 | $233.1M | $227.2M | $5.9M | 3 | 1 |
| Jan 2023 | $295.7M | $280.5M | $15.2M | 3 | 1 |
| Apr 2022 | $295.7M | $280.5M | $15.2M | 3 | 1 |
| Apr 2021 | $221.5M | $209.3M | $12.1M | 4 | 1 |
| Jun 2020 | $213M | $202.1M | $10.9M | 4 | 1 |
| May 2020 | $213M | $202.1M | $10.9M | 4 | 1 |
| Nov 2019 | $189.1M | $177.5M | $11.6M | 4 | 1 |
| Mar 2019 | $189.1M | $177.5M | $11.6M | 4 | 1 |
| Apr 2018 | $179.2M | $166.5M | $12.6M | 5 | 1 |
| Jun 2017 | $182.1M | $172M | $10.1M | 4 | 200 |
| Apr 2017 | $182.1M | $172M | $10.1M | 4 | 200 |
| Sep 2016 | $170.1M | $160.6M | $9.5M | 4 | 200 |
DateApr 2025
Total AUM$273.9M
Discretionary$271.4M
Non-Disc.$2.5M
Employees3
Clients1
DateMar 2024
Total AUM$258M
Discretionary$254.3M
Non-Disc.$3.7M
Employees3
Clients1
DateApr 2023
Total AUM$233.1M
Discretionary$227.2M
Non-Disc.$5.9M
Employees3
Clients1
DateJan 2023
Total AUM$295.7M
Discretionary$280.5M
Non-Disc.$15.2M
Employees3
Clients1
DateApr 2022
Total AUM$295.7M
Discretionary$280.5M
Non-Disc.$15.2M
Employees3
Clients1
DateApr 2021
Total AUM$221.5M
Discretionary$209.3M
Non-Disc.$12.1M
Employees4
Clients1
DateJun 2020
Total AUM$213M
Discretionary$202.1M
Non-Disc.$10.9M
Employees4
Clients1
DateMay 2020
Total AUM$213M
Discretionary$202.1M
Non-Disc.$10.9M
Employees4
Clients1
DateNov 2019
Total AUM$189.1M
Discretionary$177.5M
Non-Disc.$11.6M
Employees4
Clients1
DateMar 2019
Total AUM$189.1M
Discretionary$177.5M
Non-Disc.$11.6M
Employees4
Clients1
DateApr 2018
Total AUM$179.2M
Discretionary$166.5M
Non-Disc.$12.6M
Employees5
Clients1
DateJun 2017
Total AUM$182.1M
Discretionary$172M
Non-Disc.$10.1M
Employees4
Clients200
DateApr 2017
Total AUM$182.1M
Discretionary$172M
Non-Disc.$10.1M
Employees4
Clients200
DateSep 2016
Total AUM$170.1M
Discretionary$160.6M
Non-Disc.$9.5M
Employees4
Clients200