Firm profile

ADELANTE CAPITAL MANAGEMENT LLC

ALAMEDA, CACRD 107382Latest ADV March 20, 2026

Adelante Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Alameda, CA. Its latest Form ADV filing, dated March 20, 2026, reports $1.5B in regulatory assets under management, 10 employees, and 65 accounts.

Assets Under Management
$1.5B
Employees
10
Offices
--
Total Clients
62
Primary office
ALAMEDA, CA
1101 MARINA VILLAGE PARKWAY, SUITE 201, ALAMEDA, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOMichael A. Torres
CCOJon M. Wieman

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 72.6% of total clients.
Top client categories% of clientsClients
1
HNWI
72.6%
45
2
Government
12.9%
8
3
FOUNDATIONS
9.7%
6
4
Pooled Investment Vehicles
4.8%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.5Bas of March 20, 2026
Discretionary100.0%
$1.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$1.5B
Total Accounts65
10Y AUM Change$-654M (-30.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees10
Clients per Employee6:1
10Y Employee Change-4 (-28.6%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.