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 limited liability company that operates as an adviser and sponsor to pooled real estate vehicles. The firm’s business model centers on portfolio management for a single pooled vehicle classified as a real estate fund; it serves institutional investors and combines an asset‑management role with sponsor/GP responsibilities. Fee arrangements include a percentage‑of‑AUM component along with performance‑based compensation, which aligns manager economics with fund performance. The firm is not positioned as a multi‑state adviser or a pension consultant and does not identify as an active ESG investor. Its regulatory and industry footprint extends beyond adviser duties: reported affiliations include broker‑dealer activity, other investment adviser roles, CPO/CTA registrations, real estate brokerage activity, and acting as sponsor, general partner, or managing member of pooled investment vehicles. CA Adviser, LLC does not present itself as a capital allocator to a broad menu of third‑party strategies, but it does employ external real estate managers in its investment mix.
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 3Daniel Bernstein
ManagerCRD 7093083
DAVID ADELMAN
Vice ChairmanCRD 5517785
Maxwell Baker
Associate AttorneyCRD 7426522
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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