ADAMS CAPITAL MANAGEMENT, INC.

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SEWICKLEY, Pennsylvania
CRD number
162533
Registered since
March 29, 2012

Firm profile

FINTRX

Overview

Adams Capital Management, Inc. is a corporation that has operated as an SEC-registered adviser since 2012 and is owned by an individual. The firm functions primarily as a sponsor and general partner, serving as managing member of pooled investment vehicles rather than as a traditional retail advisory practice. It is not positioned as a multi-state adviser, is not identified as an active ESG investor, and does not list pension consulting or related-adviser activities. The firm's investment activity centers on private capital through pooled vehicles. That sponsor/GP role suggests the firm takes lead responsibility for sourcing deals, setting fund strategy and governance, and managing portfolio company oversight. Given its classification and activities, Adams Capital Management focuses its resources on managing private funds rather than assembling a broad advisory roster of individual retail clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JENNIFER PARULO

    CFOCRD 6039241

Contacts

2 of 2
  • ANDREA STEPHENSON

    TreasurerCRD 6039240

  • JOEL ADAMS

    General PartnerCRD 6039234

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

SEWICKLEY, PA

ALLEGHENY

Location

SEWICKLEY, PA

Headquartered in SEWICKLEY, 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
500 Blackburn Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth