David Adler
Chief Executive Officer at Adler Asset Management LLC
Net worth: - $ as of 2020-08-30
Profile
David Robert Adler is currently the Chief Executive Officer & Chief Compliance Officer at Adler Asset Management LLC, Director at CBRE Loan Services, Inc., Director at The Eye-Bank for Sight Restoration, Inc., Independent Director at TCW Direct Lending LLC, and Director at TCW Direct Lending VII LLC.
Previously, he worked as a Managing Director at JPMorgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith, Inc., and as an Executive Vice President at CBRE, Inc. He received his undergraduate degree from The University of Chicago and his MBA from The University of Chicago Booth School of Business.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
TCW Direct Lending VII LLC
TCW Direct Lending VII LLC Investment ManagersFinance TCW Direct Lending VII LLC seeks investment opportunities in small, middle and large market companies located in the United States. The fund targets companies operating across a broad range of sectors. It provides financing for buyout, growth stage and distressed capital requirements with an investment size ranging between $25 to $150 million. 0.02% | 2024-04-28 | 2,500 ( 0.02% ) | 0 $ | 2018-12-30 |
TCW Direct Lending LLC
TCW Direct Lending LLC Investment ManagersFinance TCW Direct Lending LLC invests in small, middle market, and large companies located in the United States. The fund targets companies operating in a broad range of sectors and industries. The fund provides financing in the form of equity and debt and participates in growth, later stage, leverage buyouts with an investment size between $25 and $150 million. 0.01% | 2024-04-28 | 1,791 ( 0.01% ) | 0 $ | 2020-08-30 |
David Adler active positions
Companies | Position | Start |
---|---|---|
TCW Direct Lending VII LLC
TCW Direct Lending VII LLC Investment ManagersFinance TCW Direct Lending VII LLC seeks investment opportunities in small, middle and large market companies located in the United States. The fund targets companies operating across a broad range of sectors. It provides financing for buyout, growth stage and distressed capital requirements with an investment size ranging between $25 to $150 million. | Director/Board Member | 2017-09-30 |
TCW Direct Lending LLC
TCW Direct Lending LLC Investment ManagersFinance TCW Direct Lending LLC invests in small, middle market, and large companies located in the United States. The fund targets companies operating in a broad range of sectors and industries. The fund provides financing in the form of equity and debt and participates in growth, later stage, leverage buyouts with an investment size between $25 and $150 million. | Director/Board Member | 2014-05-31 |
Adler Asset Management LLC
Adler Asset Management LLC Investment ManagersFinance Adler Asset Management LLC is an independent, SEC-registered investment advisor headquartered in New York City. The firm serves as the investment adviser to the Adler Value Fund. | Chief Executive Officer | - |
CBRE Loan Services, Inc.
CBRE Loan Services, Inc. Finance/Rental/LeasingFinance CBRE Loan Services, Inc. provides commercial real estate loan services. Its portfolio consists of construction, bridge, bilateral, and structured debt instruments of multiple asset types. The company was founded in 2001 and is headquartered in El Segundo, CA. | Director/Board Member | - |
The Eye-Bank for Sight Restoration, Inc.
The Eye-Bank for Sight Restoration, Inc. Miscellaneous Commercial ServicesCommercial Services The Eye-Bank for Sight Restoration, Inc. operates as an eye bank that restores sight through eye donations and cornea transplants, as well as providing ocular tissue for research into treatment and cures for other eye diseases. The company was founded by R. Townley Paton on December 15, 1944 and is headquartered in New York, NY. | Director/Board Member | 2021-12-31 |
Former positions of David Adler
Companies | Position | End |
---|---|---|
CBRE, Inc.
CBRE, Inc. Real Estate DevelopmentFinance CBRE, Inc. engages in the provision of commercial real estate brokerage solutions. The company offers services relating to advisory, workplace solutions, and real estate investments. It also provides real estate services for investors and occupiers. The company is headquartered in Los Angeles, CA. | Corporate Officer/Principal | 2017-02-28 |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Corporate Officer/Principal | - |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | - |
Training of David Adler
The University of Chicago Booth School of Business | Masters Business Admin |
The University of Chicago | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 8 |
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TCW Direct Lending VII LLC
TCW Direct Lending VII LLC Investment ManagersFinance TCW Direct Lending VII LLC seeks investment opportunities in small, middle and large market companies located in the United States. The fund targets companies operating across a broad range of sectors. It provides financing for buyout, growth stage and distressed capital requirements with an investment size ranging between $25 to $150 million. | Finance |
CBRE, Inc.
CBRE, Inc. Real Estate DevelopmentFinance CBRE, Inc. engages in the provision of commercial real estate brokerage solutions. The company offers services relating to advisory, workplace solutions, and real estate investments. It also provides real estate services for investors and occupiers. The company is headquartered in Los Angeles, CA. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Finance |
TCW Direct Lending LLC
TCW Direct Lending LLC Investment ManagersFinance TCW Direct Lending LLC invests in small, middle market, and large companies located in the United States. The fund targets companies operating in a broad range of sectors and industries. The fund provides financing in the form of equity and debt and participates in growth, later stage, leverage buyouts with an investment size between $25 and $150 million. | Finance |
Adler Asset Management LLC
Adler Asset Management LLC Investment ManagersFinance Adler Asset Management LLC is an independent, SEC-registered investment advisor headquartered in New York City. The firm serves as the investment adviser to the Adler Value Fund. | Finance |
CBRE Loan Services, Inc.
CBRE Loan Services, Inc. Finance/Rental/LeasingFinance CBRE Loan Services, Inc. provides commercial real estate loan services. Its portfolio consists of construction, bridge, bilateral, and structured debt instruments of multiple asset types. The company was founded in 2001 and is headquartered in El Segundo, CA. | Finance |
The Eye-Bank for Sight Restoration, Inc.
The Eye-Bank for Sight Restoration, Inc. Miscellaneous Commercial ServicesCommercial Services The Eye-Bank for Sight Restoration, Inc. operates as an eye bank that restores sight through eye donations and cornea transplants, as well as providing ocular tissue for research into treatment and cures for other eye diseases. The company was founded by R. Townley Paton on December 15, 1944 and is headquartered in New York, NY. | Commercial Services |
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