Staley Capital Advisers Inc
Firm details
- Headquarters
- Pittsburgh, Pennsylvania
- CRD number
- 107118
- Registered since
- September 10, 1996
- Website
- www.staleycap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.26%
- Charitable Organizations12.05%
- Pooled Investment Vehicles2.63%
- Pension & Profit Sharing Plans1.04%
- Individuals1%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Staley Capital Advisers Inc. is a corporation registered with the SEC since 1996 that operates as a hedge fund manager and registered investment adviser. The firm is owned by an individual and serves both individual & family and institutional clients. Its compensation is structured as a percentage of assets under management. Staley provides discretionary portfolio management across separately managed accounts and pooled vehicles, covering individuals/small businesses as well as business and institutional mandates. The firm does not identify as an active ESG investor and is not listed as a multi-state or newly formed adviser; it is also not a capital allocator, pension consultant, or related adviser to another registered entity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- Public Funds/Mutual Funds33%
- Cash & Cash Equivalents10%
- US Government Bonds1%
Owners & executives
1 of 1
Natalie Baldauff
Chief Compliance OfficerCRD 6281525
Contacts
3 of 10
Andrew Roberge
Vice PresidentCRD 6540461
Graham Friday
Vice PresidentCRD 7853891
Brian Mcinerney
Senior Managing DirectorCRD 1474880
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 76Active vs passive
$680M in ETFs
94%
$641M
5%
$38.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $203M | 1,633,498 | 29.82% |
Location
Pittsburgh, PA
Allegheny
Location
Pittsburgh, PA
Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 1 Oxford Ctr
- Time zone
- ET (UTC-5)
- Office locations
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