SourcingSourcing

ADELANTE CAPITAL MANAGEMENT LLC

B52
CRD 107382·SEC 801-48599·ALAMEDA, CA
AUM
$1.49B
$1B+
Est. Revenue
$14.9M
@ 1% on AUM
Est. EBITDA
$4.5M
@ 30% margin
Est. Deal Value
$35.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ADELANTE CAPITAL MANAGEMENT LLC
CRD
107382
SEC file #
801-48599
EIN
000000000
DBA names
—

Economics

AUM
$1.49B
AUM band
$1B+
AUM trajectory
'20'26
$1.85B → $1.49B▼ -19%
Client mix
Individuals High Net Worth45
State Or Municipal Govt8
Other6
Pooled Investment Vehicles3

Operations

Employees (total)
10
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
6 advisors → 5 advisors▼ -17%
Primary office
ALAMEDA CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
x.com/adelantecapital

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ACM ACQUISITION LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
ACM ACQUISITION LLC
TORRES, MICHAEL, ANTHONY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:adelante.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
7,940
Form 5500 Compensation Trajectory 3y
20257,940
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
7,940
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001790419
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2019-10-11
Edgar Last Filing Date
2025-12-08
Edgar Form D Count
6
Edgar Form D Offerings
2025-12-082025-12-08 · 0000905148-25-004259
2023-10-182023-10-18 · 0001790419-23-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Charles Schwab10
State Street4
E*trade4
Interactive Brokers3
Fidelity2
Edgar Addresses
Mailing
555 12TH STREET, SUITE 2100OAKLAND, CA 94607
Business
555 12TH STREET, SUITE 2100OAKLAND, CA 94607
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-12-08 · 0000905148-25-004259
D/A2023-10-18 · 0001790419-23-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (2)

2
TORRES, MICHAEL, ANTHONY
Executive Officer · 2.5%
2626850
JON M WIEMAN
Executive Officer · 2.5%
6936458