ADAMS CAPITAL MANAGEMENT, INC.
Adviser information for ADAMS CAPITAL MANAGEMENT, INC. last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-75426 |
|---|---|
| SEC ERA File Number | 802-75426 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 162533 |
| Legal Entity Identifier | None |
Principal Office
500 BLACKBURN AVENUESEWICKLEY
PA
United States
Monday - Friday, 8:30AM-5:00PM
Tel: 412-749-9454, Fax: 412-749-9459
Websites
Chief Compliance Officer
NoneIndustry Affiliates
| ACM CAPITAL PARTNERS II, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| ACM PARTNERS 2007, L.P. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ADAMS CAPITAL MANAGEMENT IV, L.P. | Venture Capital Fund | $180.8M | $0.1M | 40 |
| ADAMS CAPITAL MANAGEMENT, L.P. | Venture Capital Fund | $1.2M | $0.1M | 36 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ADAMS, JOEL, PETER | Individual | – | PRESIDENT AND MANAGING GENERAL PARTNER | 12/1994 | > 75% |
| STEPHENSON, ANDREA, LYNN | Individual | – | TREASURER | 12/1994 | < 5% |
| PARULO, JENNIFER, ELISABETH | Individual | – | CFO | 01/2012 | < 5% |