Investment adviser · CRD 107118
STALEY CAPITAL ADVISERS INC
Investment adviser filing (IA)
PITTSBURGH, PA, United States · Form ADV filed Sep 14, 2026
- Regulatory AUM
- $3.11B Form ADV · Item 5.F
- Client accounts
- 1,062 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 10 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 | 314 | $2,556,991,428 | 82.3% |
| Charities | 21 | $374,512,821 | 12.0% |
| Pooled investment vehicles | 1 | $81,779,509 | 2.6% |
| Retirement plans | 5 | $32,197,875 | 1.0% |
| Individuals | 102 | $31,158,983 | 1.0% |
| Corporations & businesses | Fewer than 5 | $21,580,743 | 0.7% |
| Insurance companies | Fewer than 5 | $10,242,731 | 0.3% |
Filing source
Form ADV 2107210 · Sep 14, 2026 · 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
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
FORUM CAPITAL PARTNERS, LPHedge Fund · Last reported Sep 14, 2026$81.8MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
LALLY & CO., LLC
PCAOB 3578
JEFFERIES LLC
SEC 8-15074
JEFFERIES LLC
CRD 2347 · SEC 8-15074
Fund details & source
- Fund ID
- 805-9465244671
- Reported beneficial owners
- 31
- Minimum commitment
- $150K
- Form D file number
- 021-159633
Form ADV 2107210 · Sep 14, 2026 · 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: Sep 14, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
ONE OXFORD CENTRE, 301 GRANT STREET, SUITE 3950PITTSBURGH, PA, 15219, United States
CRD 107118
Filing source
Form ADV 2107210 · Sep 14, 2026 · 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.