Manager · CA Adviser, LLC
David J. Adelman
CRD 5517785 · Named on Form ADV at 11 SEC-registered advisers
At a glance
CA Adviser, LLC, an SEC-registered private fund adviser based in Philadelphia, PA with $358 million in regulatory assets, lists David J. Adelman on its Form ADV as Manager, a control person. The SEC filings also name David at 10 other registered advisers.
Firms and roles
- CA Adviser, LLCManagerPrivate fund adviser · Philadelphia, PA · $358M in regulatory assets
- Portfolio Advisors LLCMemberPrivate fund adviser · Darien, CT · $48B in regulatory assets
- FS Specialty Lending Advisor, LLCMemberAsset manager · Philadelphia, PA · $1.9B in regulatory assets
- FS Tactical Advisor, LLCMemberPrivate fund adviser · Philadelphia, PA · $279M in regulatory assets
- Fs/kkr Advisor, LLCMemberAsset manager · Philadelphia, PA · $16B in regulatory assets
- FS Reit Advisor, LLCPrincipalPrivate fund adviser · Philadelphia, PA · $9.1B in regulatory assets
- FS Digital Infrastructure Advisor, LLCPrincipalPrivate fund adviser · Philadelphia, PA · $3.2B in regulatory assets
- FS Global Advisor, LLCPrincipalAsset manager · Philadelphia, PA · $3.0B in regulatory assets
- FS Structured Products Advisor, LLCPrincipalPrivate fund adviser · Philadelphia, PA · $2.2B in regulatory assets
- FS Fund Advisor, LLCPrincipalAsset manager · Philadelphia, PA · $1.6B in regulatory assets
- FS Credit Income Advisor, LLCPrincipalAsset manager · Philadelphia, PA · $726M in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 11 firmsLocked
- Control-person status
- 11 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (12)
- Daniel I. BernsteinManager, CA Adviser, LLC
- Heather A. SteinmillerExecutive Vice President, Chief Legal Officer, Chief Compliance Officer, CA Adviser, LLC
- Joseph D. McGeehinChief Financial Officer, Portfolio Advisors LLC
- James R. PetersonChief Compliance Officer, Portfolio Advisors LLC
- Michael C. FormanChief Executive Officer, Portfolio Advisors LLC
7 more people named with David on the same filings, with titles and firms. Free in Atlas with a free account.
See all 12 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.