CA ADVISER, LLC
CRD #300183 SEC #801-117602 PHILADELPHIA, PA 215-243-7000
SEC Registered Private Funds
Total AUM
$320.9M
Discretionary
$320.9M
Employees
17
Clients
--
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Baker, Maxwell, Robert | I | CHIEF COMPLIANCE OFFICER | NA | |
| Baker, Maxwell, Robert | I | CHIEF COMPLIANCE OFFICER | NA | |
| Baker, Maxwell, Robert | I | CHIEF COMPLIANCE OFFICER | NA | |
| Bernstein, Daniel, Ira | I | MANAGER | NA | Control |
| Bernstein, Daniel, Ira | I | MANAGER | NA | Control |
| Bernstein, Daniel, Ira | I | MANAGER | NA | Control |
| Bernstein, Daniel, Ira | I | MANAGER | NA | Control |
| Bernstein, Daniel, Ira | I | MANAGER | NA | Control |
| Bernstein, Daniel, Ira | I | MANAGER | NA | Control |
| Bernstein, Daniel, Ira | I | MANAGER | NA | Control |
| Bernstein, Daniel, Ira | I | MANAGER | NA | Control |
| Bernstein, Daniel, Ira | I | MANAGER | NA | Control |
| Bernstein, Daniel, Ira | I | MANAGER | NA | Control |
| SEIDENBERG, PERPETUA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SEIDENBERG, PERPETUA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SEIDENBERG, PERPETUA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SEIDENBERG, PERPETUA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SEIDENBERG, PERPETUA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SEIDENBERG, PERPETUA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SEIDENBERG, PERPETUA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ADELMAN, DAVID, JASON | I | MANAGER | E | Control |
| ADELMAN, DAVID, JASON | I | MANAGER | E | Control |
| ADELMAN, DAVID, JASON | I | MANAGER | E | Control |
| ADELMAN, DAVID, JASON | I | MANAGER | E | Control |
| ADELMAN, DAVID, JASON | I | MANAGER | E | Control |
| ADELMAN, DAVID, JASON | I | MANAGER | E | Control |
| ADELMAN, DAVID, JASON | I | MANAGER | E | Control |
| ADELMAN, DAVID, JASON | I | MANAGER | E | Control |
| ADELMAN, DAVID, JASON | I | MANAGER | E | Control |
| ADELMAN, DAVID, JASON | I | MANAGER | E | Control |
Registrations
Federal
IA
Mar 20, 2025 REGISTERED
Notice Filings (1)
PA
Address
4043 WALNUT STREETPHILADELPHIA, PA 19104-3550
United States
Phone: 215-243-7000