ADELANTE CAPITAL MANAGEMENT LLC

1101 Marina Village Parkway
Suite 201
Alameda, California 94501
Tel: 510-986-2100

About ADELANTE CAPITAL MANAGEMENT LLC

ADELANTE CAPITAL MANAGEMENT LLC, formally registered with the SEC as ADELANTE CAPITAL MANAGEMENT LLC. The firm was established in 03/03/1995. They have over 1 offices throughout the country.

ADELANTE CAPITAL MANAGEMENT LLC is a Alameda, California based Financial Planning firm with nearly $1,566,301,370 assets under management, offering retirement planning & investment advisory services to 133 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107382
SEC#	801-48599
Assets Managed by Firm	$1,566,301,370
No. of Clients	133
No. of Advisors	10

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	133	$1,566,301,370
High net worth individuals	113	$62,717,901
Corporations or other businesses	Fewer than 5 clients	$138,438,138

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