ADELANTE CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 1995

Total AUM

$1.5B

Discretionary

$1.5B

100% of AUM

Avg account

$22.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ALAMEDA, California
CRD number: 107382
Registered since: March 3, 1995
Website: adelante.com
Custodians: THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees
Client types: State / Municipal Government78.15%
Other11.39%
Pooled Investment Vehicles5.52%
HNWI3.12%
Corporations / Businesses1.82%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Adelante Capital Management LLC is an SEC-registered investment adviser organized as a limited liability company and operating since 1995. The firm serves both individual/family clients and institutional investors, providing portfolio management for individuals and small businesses, pooled investment vehicles, and for businesses or institutions. Its fee model combines a percentage-of-assets-under-management component with performance-based fees. Adelante does not present itself as an active ESG investor and is noted as a sponsor, general partner, or managing member of pooled investment vehicles.