CA Adviser, LLC
Firm details
- Headquarters
- Philadelphia, Pennsylvania
- CRD number
- 300183
- Registered since
- November 6, 2019
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
CA Adviser, LLC is an SEC-registered adviser established in 2019 and organized as a limited liability company under individual ownership. The firm operates principally as the manager of pooled real estate investment vehicles, targeting institutional clients. Its compensation includes both a percentage-of-assets-under-management fee and performance-based fees tied to fund results. CA Adviser is not positioned as a broad capital allocator; its registered activities focus on portfolio management for pooled investment vehicles rather than retail or multi-state advisory platforms. The firm does not identify as an active ESG investor. Industry roles connected to the adviser extend beyond fund management: filings list affiliations and activities consistent with operating as a sponsor/GP or managing member of pooled vehicles, and links to broker‑dealer, other registered investment adviser, commodity pool operator/CTA and real estate broker roles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Heather Steinmiller
CRD 8270760
Daniel Bernstein
ManagerCRD 7093083

David Adelman
Vice ChairmanCRD 5517785
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Philadelphia, PA
Philadelphia
Location
Philadelphia, PA
Headquartered in Philadelphia, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Philadelphia
- Address
- 4043 Walnut St
- Time zone
- ET (UTC-5)
- Office locations
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