Investment adviser · CRD 110339
DREXEL MORGAN CAPITAL ADVISERS, INC.
Investment adviser filing (IA)
RADNOR, PA, United States · Form ADV filed Mar 31, 2021
- Regulatory AUM
- $1.38B Form ADV · Item 5.F
- Client accounts
- 165 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 73 | $1,057,815,250 | 76.9% |
| Other investment advisers | Fewer than 5 | $119,747,009 | 8.7% |
| Pooled investment vehicles | 4 | $116,790,697 | 8.5% |
| Retirement plans | Fewer than 5 | $74,416,075 | 5.4% |
| Charities | Fewer than 5 | $5,401,213 | 0.4% |
| Individuals | Fewer than 5 | $1,080,122 | 0.1% |
Filing source
Form ADV 1498773 · Mar 31, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
18 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
GLAMORGAN PARTNERS LPOther Private Fund · Last reported Mar 31, 2021$39.8MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
GRANT THORNTON LLP
PCAOB 248
Fund details & source
- Fund ID
- 805-2532530245
- Reported beneficial owners
- 8
- Minimum commitment
- $250K
- Form D file number
- 021-139250
Form ADV 1498773 · Mar 31, 2021 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BY CONTENDEROther Private Fund · Last reported Mar 21, 2017$873MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-8634749265
- Reported beneficial owners
- 5
- Minimum commitment
- $0
Form ADV 1085782 · Mar 21, 2017 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BONDHAUSEN #1 LONG TERM, LPOther Private Fund · Last reported Mar 21, 2017$405MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-1921624793
- Reported beneficial owners
- 11
- Minimum commitment
- $0
Form ADV 1085782 · Mar 21, 2017 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BONDHAUSEN #2 INTERMEDIATE TERM, L.P.Other Private Fund · Last reported Mar 29, 2016$143MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-5474147694
- Reported beneficial owners
- 11
- Minimum commitment
- $0
Form ADV 985948 · Mar 29, 2016 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
LOW DURATION GLOBAL FIXED INCOME FUND, LPOther Private Fund · Last reported Mar 21, 2017$91.1MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-8258834290
- Reported beneficial owners
- 22
- Minimum commitment
- $0
Form ADV 1085782 · Mar 21, 2017 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
THE FAMILY LP I INC.Other Private Fund · Last reported Mar 21, 2017$73.9MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-1801491624
- Reported beneficial owners
- 5
- Minimum commitment
- $0
Form ADV 1085782 · Mar 21, 2017 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
KAPRO HOLDINGS, LPOther Private Fund · Last reported Mar 21, 2017$61MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-3540458156
- Reported beneficial owners
- 19
- Minimum commitment
- $0
Form ADV 1085782 · Mar 21, 2017 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 31, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
THREE RADNOR CORPORATE CENTER, SUITE 305RADNOR, PA, 19087, United States
CRD 110339
Filing source
Form ADV 1498773 · Mar 31, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.