Adelante Capital Management is an employee-owned investment manager focusing on publicly traded real estate securities. Adelante provides investment advice and manages portfolios for public and corporate pension funds, foundations, endowments, banks, financial institutions, and individual investors. Adelante offers customized separate account solutions and manages wrap fee program accounts. They also provide model-based, non-discretionary investment management services.
Assets Under Management$1.6B
Clients129
AdvisorsN/A
Avg. per Client$12M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25M
Investment management only (planning not offered)
Minimum Annual Fee:$25,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.65% |
| $25.0M - $50.0M | 0.60% |
| $50.0M - $75.0M | 0.55% |
| $75M+ | 0.50% |
Fees are negotiable thereafter. For Global accounts: - First $50 million: 0.80% - Next $50 million: 0.70% - Next $50 million: 0.65% - Above $150 million: 0.60%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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