Adalta Capital Management LLC
Adalta Capital Management LLC is an SEC-registered wealth manager in New York, NY with $305.5M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Adalta Capital Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283771, SEC 801-107823, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $305.5M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- New York, NY
- Employees
- 3
- Clients
- 74
- CRD
- 283771
- Ownership
- VLACHOS, ZOE, AUSTIN; RAPPA, DAVID, EDWARD
How much AUM does Adalta Capital Management LLC have?
Adalta Capital Management LLC reported $305.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Adalta Capital Management LLC?
Disclosed owners and executives of Adalta Capital Management LLC include VLACHOS, ZOE, AUSTIN, RAPPA, DAVID, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.