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 an SEC-registered hedge fund adviser (registered in 1996) that manages pooled vehicles and separately managed accounts for individuals, families and institutional clients. The firm is organized as a corporation under individual ownership and charges fees based on a percentage of assets under management. Its advisory services include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses or institutions. The firm does not identify itself as an active ESG investor.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 84Active vs passive
$694M in ETFs
94%
$654M
5%
$40.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $205M | 1,637,425 | 29.55% |
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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