CA Adviser, LLC

RIASEC RegisteredEst. 2019
Total AUM
$358M
Discretionary
$358M
100% of AUM
Avg account
$179M
Accounts
2
Employees
17
Advisory reps
3

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Heather Steinmiller

    CRD 8270760

  • Daniel Bernstein

    ManagerCRD 7093083

  • David Adelman

    David Adelman

    Vice ChairmanCRD 5517785

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth