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Ca Adviser, LLC

● SEC registered since 2019CRD 300183SEC# 801-117602Philadelphia, PA
Export (members)
Ranks #4,159 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$320.9M
Fund GAV
$320.9M
Private funds
1
Employees
17
Accounts
1
Location
Philadelphia, PA

Ca Adviser, LLC assets under management

Ca Adviser, LLC is a registered investment adviser overseen by the SEC based in Philadelphia, PA. The firm has been registered since 2019. It reports $320.9 million in regulatory assets under management and employs 17 people. Ca Adviser, LLC manages 1 private fund with combined gross assets of $320.9 million, including Campus Real Estate Partners II, LP. By regulatory assets, it ranks 4,159 of 5,911 private fund managers.

Ca Adviser, LLC private funds

1 funds · $320.9M GAV
FundTypeGross assetsMin.
Campus Real Estate Partners II, LPReal Estate$320.9M$1M

Ca Adviser, LLC owners & executives

3 reported
NameTitleOwnershipSince
Daniel IRA Bernstein ControlManagerUnder 5%2019
David Jason Adelman ControlManagerOver 75%2019
Maxwell Robert BakerChief Compliance OfficerUnder 5%2022

Frequently asked questions

How much does Ca Adviser, LLC manage?

Ca Adviser, LLC reports $320.9 million in regulatory assets under management on its Form ADV.

How many private funds does Ca Adviser, LLC manage?

Ca Adviser, LLC manages 1 private funds with combined gross assets of $320.9 million.

How many employees does Ca Adviser, LLC have?

Ca Adviser, LLC reports 17 employees.

Where is Ca Adviser, LLC located?

Ca Adviser, LLC is based in Philadelphia, PA and has been SEC-registered since 2019.

Does Ca Adviser, LLC disclose fund performance?

Ca Adviser, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4043 Walnut Street, Philadelphia, PA 19104-3550
Phone215-243-7000
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Assets under management

Discretionary$320.9M
Non-discretionary$0
Total (RAUM)$320.9M

Service providers