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Sheldon Gary Adelman

VIRTERA PARTNERS LLC·PEPPER PIKE, Ohio
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30100 CHAGRIN BLVD., PEPPER PIKE, OH 44124CRD# 7895787Firm CRD# 308187
01

About

Sheldon Gary Adelman is a registered financial advisor based in PEPPER PIKE, Ohio, affiliated with VIRTERA PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
VIRTERA PARTNERS LLC
VIRTERA PARTNERS LLC
AUM
$347M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at VIRTERA PARTNERS LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 7895787
Firm CRD# 308187
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sheldon Gary Adelman offer?
Sheldon Gary Adelman specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PEPPER PIKE, Ohio for a consultation.
What are Sheldon Gary Adelman's credentials?
Sheldon Gary Adelman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sheldon Gary Adelman located?
Sheldon Gary Adelman is based in PEPPER PIKE, Ohio, working with VIRTERA PARTNERS LLC. Their office serves clients in the PEPPER PIKE metropolitan area and surrounding communities.
How does Sheldon Gary Adelman charge for services?
Sheldon Gary Adelman's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VIRTERA PARTNERS LLC?
VIRTERA PARTNERS LLC has approximately 4 employees and manages $347M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PEPPER PIKE
Michael George Turk — VIRTERA PARTNERS LLCTristan Robert Lewis — OBJECTIVE CAPITAL MANAGEMENT, LLCErnest Charles Pelaia — ELIZABETH PARK CAPITAL ADVISORS, LTDBrian Martin Chait — 2 KNIGHTS WEALTH MANAGEMENT, LLCEric Wolf — ADCAP GROWTH PARTNERS FUND LP
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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