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 a privately held investment adviser organized as an LLC and registered with the SEC since 1995. The firm serves both individual and institutional clients, managing portfolios for individuals, small businesses, pooled investment vehicles and other institutions. Its compensation includes both asset-based fees and performance-linked fees. Adelante is not positioned as a capital allocator; it also sponsors and serves as GP/managing member for pooled vehicles, indicating direct involvement in originating or operating private pooled structures. The firm does not report active ESG investing and is not registered as a multi-state adviser.