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Adalta Capital Management LLC

CIK:0001698926
Investment Adviser
$274M AUM
97 holdings
New York, NY, US
Founded:2017
3 employees
Latest filing:Jun 30, 2025

Adalta Capital Management LLC is a SEC-registered investment adviser based in New York, NY. Founded in Delaware, the firm offers asset management services to individuals, family offices, and institutional clients. With a small team (3 employees as of March 2025), Adalta specializes in portfolio management and advisory services, focusing on personalized investment strategies for their clients.

Investment Strategy

Adalta Capital Management LLC primarily manages equity portfolios, investing across public securities reported on Form 13F. Their approach emphasizes security selection and risk management tailored for high-net-worth individuals, families, and institutions. The firm aims to deliver long-term capital appreciation by employing research-driven analysis and diversified allocations. Adalta does not engage in brokerage but focuses entirely on investment advisory and portfolio management.

Top Buys
M
MSFTMicrosoft Corporation
+$4.5M
J
JPMJPMorgan Chase & Co
+$1.9M
B
BNBrookfield Corp F Class A
+$1.6M
M
MELIMercadolibre Inc
+$1.3M
G
GOOGLAlphabet Inc. Class A
+$973.9K
Top Sells
M
MRKMerck & Co. Inc.
-$954.3K
C
CMCSAComcast Corporation
-$664.2K
W
WYWeyerhaeuser Co REIT
-$648.8K
G
GMGeneral Motors Co
-$470.3K
D
DEDeere & Co
-$417.7K

Top Holdings

M
MSFTMicrosoft Corporation
+11.4%$22.7M
J
JPMJPMorgan Chase & Co
+7.0%$14.0M
B
BXBlackstone Group Inc
+6.8%$13.5M
H
HDHome Depot
+5.4%$10.7M
B
BNBrookfield Corp F Class A
+5.3%$10.6M

Equity Positions (96)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
Microsoft Corporation11.39%$22.7M45,631$87.71$497.41+$4.5M
J
JPM
JPMorgan Chase & Co7.01%$14.0M48,212$104.30$289.91+$1.9M
B
BX
Blackstone Group Inc6.76%$13.5M90,041$62.10$149.58+$718.2K
H
HD
Home Depot5.38%$10.7M29,240$191.35$366.64+$15.4K
B
BN
Brookfield Corp F Class A5.34%$10.6M171,963$31.89$61.85+$1.6M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+11.8%
INVESTMENT ADVICE
+7.9%
NATIONAL COMMERCIAL BANKS
+7.0%
FIRE, MARINE & CASUALTY INSURANCE
+6.9%
OPEATORS OF NONRESIDENTIAL BUILDINGS
+6.5%