LUBERT-ADLER MANAGEMENT COMPANY, L.P.
Latest filing: Apr 30, 2025 (58 days ago)
AUM
$2,981,216,377
6% change vs. 1 year ago
-37% change vs. 3 years ago
-5% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
40
5% change vs. 1 year ago
21% change vs. 3 years ago
82% change vs. 5 years ago
43% change vs. 10 years ago
Main Office
PHILADELPHIA, PA
2400 MARKET STREET, PHILADELPHIA, PA, UNITED STATES, 19103-3033
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $2.8 |
| Non-Discretionary | $0.2 |
| Total | $3.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $3.0 |
| Institutional | $0.0 |
| Total | $3.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| LUBERT-ADLER GROUP VII-B, LLC | $0.0 | - | |
| L-A GROUP SATURN, LLC | $0.0 | - | |
| LUBERT-ADLER GROUP VII, L.P. | $0.0 | - | |
| LUBERT-ADLER GROUP VI, L.P. | $0.0 | - | |
| LUBERT-ADLER GROUP LSH, L.P. | $0.0 | - | |
| LUBERT ADLER GROUP LSH AIRPORT, LLC | $0.0 | - | |
| LUBERT-ADLER URBAN NEIGHBORHOOD CAPITAL GROUP HOLDINGS, L.P. | $0.0 | - | |
| LUBERT-ADLER GROUP REC, L.P. | $0.0 | - | |
| LUBERT-ALDER URBAN NEIGHBORHOOD CAPITAL GROUP, L.P. | $0.0 | - | |
| LUBERT-ADLER GROUP VII HOLDINGS, L.P. | $0.0 | - | |
| LUBERT-ADLER GROUP VI-B, L.P. | $0.0 | - | |
| LUBERT-ADLER GROUP VII-B HOLDINGS, L.P. | $0.0 | - | |
| LUBERT-ADLER GROUP V, L.P. | $0.0 | - | |
| L-A BATTERY GROUP, LLC | $0.0 | - | |
| L-A DELRAY QOF GROUP, LLC | $0.0 | - | |
| LUBERT-ADLER URBAN NEIGHBORHOOD GROUP HOLDINGS, L.P. | $0.0 | - | |
| LUBERT-ADLER CAPITAL GROUP VII, L.P. | $0.0 | - | |
| QUAKER BIOVENTURES CAPITAL II, L.P. | $0.0 | - | |
| QUAKER PARTNERS MANAGEMENT L.P. | $0.0 | 160269 | |
| LUBERT-ADLER GROUP WH, L.P. | $0.0 | - | |
| LUBERT-ADLER GROUP VII HOLDINGS, LLC | $0.0 | - | |
| LUBERT-ADLER GROUP VII-B HOLDINGS, LLC | $0.0 | - | |
| LUBERT-ADLER URBAN NEIGHBORHOOD HOLDINGS, LLC | $0.0 | - | |
| LUBERT-ADLER GROUP WH II-MB, L.P. | $0.0 | - | |
| LUBERT-ADLER GROUP LPC, L.P. | $0.0 | - | |
| LUBERT-ALDER GROUP REC, LLC | $0.0 | - | |
| LUBERT-ADLER GROUP IV, LLC | $0.0 | - | |
| LUBERT-ADLER GROUP V, LLC | $0.0 | - | |
| LUBERT-ADLER URBAN NEIGHBORHOOD GROUP, LLC | $0.0 | - | |
| LUBERT-ADLER GROUP VI, LLC | $0.0 | - | |
| LUBERT-ADLER GROUP WH, LLC | $0.0 | - | |
| LUBERT-ADLER GROUP VI-B, LLC | $0.0 | - | |
| LUBERT-ADLER GROUP REC ALLSTON, LLC | $0.0 | - | |
| LUBERT-ADLER GROUP IV, L.P. | $0.0 | - | |
| LUBERT-ADLER URBAN NEIGHBORHOOD GROUP, L.P. | $0.0 | - | |
| LUBERT-ADLER GROUP REC BELLEVUE, LLC | $0.0 | - | |
| LUBERT-ADLER GROUP WH II-MB, LLC | $0.0 | - | |
| LUBERT ADLER GROUP LSH, LLC | $0.0 | - | |
| LUBERT-ADLER GROUP LPC GP, LLC | $0.0 | - | |
| LUBERT-ADLER GROUP VII, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
12 active
| Name | Title |
|---|---|
| ADLER, DEAN, STEWART | LIMITED PARTNER, CHIEF EXECUTIVE OFFICER, MEMBER & MANAGER |
| LUBERT, IRA, MARK | LIMITED PARTNER, CHAIRMAN, MEMBER & MANAGER |
| EMRICH, ROBERT, ERIC | CHIEF FINANCIAL OFFICER, VICE PRESIDENT & TREASURER |
| RONON, GERALD, ANDREW | MANAGING PARTNER & CO-PRESIDENT |
| VAUGHN, MICHELLE, WOODS | CHIEF COMPLIANCE OFFICER |
| FORRY, RYAN, MICHAEL | CHIEF OPERATING OFFICER |
| MORGAN, JESSICA, GATOF | CO-PRESIDENT |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $3.0 | $0.0 | 0% | 40 | 0 | 0% |
| 2025-04-21 | $3.0 | $0.0 | 0% | 40 | 0 | 0% |
| 2024-04-02 | $2.8 | $0.2 | 6% | 38 | 2 | 5% |
| 2023-04-04 | $4.3 | -$1.3 | -30% | 35 | 5 | 14% |
| 2022-04-01 | $4.7 | -$1.7 | -37% | 33 | 7 | 21% |
| 2021-04-05 | $3.3 | -$0.3 | -8% | 28 | 12 | 43% |
| 2020-04-01 | $3.1 | -$0.2 | -5% | 22 | 18 | 82% |
| 2019-04-01 | $2.9 | $0.0 | 1% | 25 | 15 | 60% |
| 2018-04-02 | $3.2 | -$0.2 | -5% | 26 | 14 | 54% |
| 2017-04-01 | $3.3 | -$0.3 | -9% | 27 | 13 | 48% |
| 2016-04-01 | $3.4 | -$0.4 | -12% | 29 | 11 | 38% |
| 2015-04-01 | $3.0 | $0.0 | 0% | 28 | 12 | 43% |
| 2014-04-01 | $2.7 | $0.3 | 12% | 32 | 8 | 25% |
| 2013-04-01 | $2.7 | $0.3 | 12% | 44 | -4 | -9% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| PA, GA-03/28/2013, NY-03/28/2024, PA-10/22/2010 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV