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ADELANTE CAPITAL MANAGEMENT LLC
CRD 107382File 801-48599
APPROVED
Retail clients
Custody
Filing as of Mar 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.49B
Above cohort median (national)
Discretionary AUM
$1.49B
Clients
56
65 accounts
Employees
10
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 3, 1995
- Principal office
- 1101 MARINA VILLAGE PARKWAY, SUITE 201, ALAMEDA, CA, 94501
- Phone
- 510-986-2100
- Website
- http://www.adelante.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.49B
- Discretionary AUM
- $1.49B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 65
- Non-discretionary accounts
- 0
- Total accounts
- 65
- AUM per client
- $26.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $27.1M |
| High net worth individuals | 45 | $46.4M |
| Pooled investment vehicles | 3 | $82.2M |
| State or municipal government entities | 8 | $1.16B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 62 | 56 | decreased by6 |
| Apr 1, 2026 | Clients | 129 | 62 | decreased by67 |
| Apr 1, 2026 | AUM | $1,566,301,370 | $1,488,002,915 | decreased by$78,298,455 |
| Apr 1, 2026 | Accounts | 133 | 65 | decreased by68 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 229 | 129 | decreased by100 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,367,748,176 | $1,566,301,370 | decreased by$801,446,806 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 231 | 133 | decreased by98 |
| Apr 1, 2022 | Employees | 11 | 10 | decreased by1 |
| Apr 1, 2022 | Clients | 191 | 229 | increased by38 |
| Apr 1, 2022 | AUM | $1,561,972,149 | $2,367,748,176 | increased by$805,776,027 |
| Apr 1, 2022 | Accounts | 194 | 231 | increased by37 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ADELANTE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ADELANTE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.