ADALTA CAPITAL MANAGEMENT LLC
ADALTA CAPITAL MANAGEMENT LLC is a Series C+ and buyout fund in the US and foreign investing in equities and fixed-income.
- Stages
- Series C+, buyout
- Sectors
- equities, fixed-income
- Invests in
- US-wide, foreign
- Actively investing
- Yes
- Founded
- 2016
- Assets under management
- $306M
Check size not disclosed
Thesis
The firm's core investment strategy is value-driven, aiming for long-term capital appreciation by identifying companies with sound fundamentals. They primarily manage assets through discretionary separately managed accounts, but also allocate to third-party managers and provide due diligence for private funds. Their investment universe includes publicly traded U.S. and foreign securities, such as equities and fixed-income instruments like Treasuries and municipal bonds. Clients can impose security restrictions. Adalta does not actively identify as an ESG investor. The firm's geographic focus is primarily the United States, with filings in several states. Their strategy suggests a preference for established companies over early-stage ventures, though specific stage preferences are not detailed. The typical check size per investment is not explicitly stated. Recent activity includes new positions in LandBridge Company LLC and WaterBridge Infrastructure LLC, a top buy of Merck & Co Inc (+$1.23M), and a top sell of Microsoft Corp (-$7.26M) in Q1 2026.
Common questions
Does ADALTA CAPITAL MANAGEMENT LLC invest at the Series C+ stage?
Yes. ADALTA CAPITAL MANAGEMENT LLC lists Series C+ and buyout among the stages it invests in.
Where does ADALTA CAPITAL MANAGEMENT LLC invest?
ADALTA CAPITAL MANAGEMENT LLC invests in the US and foreign.