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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

DREXEL MORGAN CAPITAL ADVISERS, INC.

CRD 110339

RADNOR, PA

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Search this name across graphsid dfx:ria:3fd0982b-672a-592f-2821-c178faa57142

Data as of Mar 31, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 28
Dated events: 1
On other graphs: 0
Observed: Mar 30, 2012 to Mar 31, 2021
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.4BItem 5.F on the latest filing (2021-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $285M
Private client RAUM: $1.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 77%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 165
High net worth clients: 73
Private funds: 1Schedule D 7.B(1)
Private fund GAV: $39.8Mgross asset value as reported per fund; never fund size
Custody, client assets: $39.8M
SEC number: 801-17877
CRD: 110339
Filings on the tape: 25
First filed: Mar 30, 2012
Latest filed: Mar 31, 2021
Organised: Corporation, Pennsylvania

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
BY CONTENDER	Other Private Fund	$873M	Mar 21, 2017	5	Mar 30, 2012	dropped	n/a
BONDHAUSEN #1 LONG TERM, LP	Other Private Fund	$405M	Mar 21, 2017	11	Mar 27, 2015	dropped	n/a
BONDHAUSEN #2 INTERMEDIATE TERM, L.P.	Other Private Fund	$143M	Mar 29, 2016	11	Mar 27, 2015	dropped	n/a
LOW DURATION GLOBAL FIXED INCOME FUND, LP	Other Private Fund	$91.1M	Mar 21, 2017	22	Apr 12, 2012	dropped	n/a
THE FAMILY LP I INC.	Other Private Fund	$73.9M	Mar 21, 2017	5	Mar 30, 2012	dropped	n/a
KAPRO HOLDINGS, LP	Other Private Fund	$61.0M	Mar 21, 2017	19	Mar 27, 2015	dropped	n/a
GLAMORGAN PARTNERS LP	Other Private Fund	$39.8M	Mar 31, 2021	8	Mar 30, 2012	reported	021-139250
GLOBAL SOVEREIGN FIXED INCOME FUND, L.P.	Other Private Fund	$31.6M	Mar 21, 2017	22	Apr 12, 2012	dropped	n/a
DEVELOPED INTERNATIONAL EQUITY FUND, L.P	Other Private Fund	$31.3M	Mar 21, 2017	22	Apr 12, 2012	dropped	n/a
BONDHAUSEN #3 SHORT TERM, L.P.	Other Private Fund	$12.9M	Mar 21, 2017	11	Mar 27, 2015	dropped	n/a
HIGH YIELD DOMESTIC CORPORATE FIXED INCOME, L.P.	Other Private Fund	$11.3M	Mar 21, 2017	22	Apr 12, 2012	dropped	n/a
CALABASH, LP	Other Private Fund	$9.7M	Sep 13, 2013	22	Apr 12, 2012	dropped	n/a
DOMESTIC MID CAP EQUITY FUND, L.P.	Other Private Fund	$8.6M	Mar 21, 2017	22	Apr 12, 2012	dropped	n/a
RUSH CAPITAL PARTNERS FUND	Other Private Fund	$7.4M	Mar 21, 2017	1	Mar 21, 2017	dropped	n/a
DOMESTIC LARGE CAP EQUITY FUND, L.P.	Other Private Fund	$6.0M	Sep 13, 2013	22	Apr 12, 2012	dropped	n/a
MCCABE PARTNERS, LP	Other Private Fund	$198,682	Sep 13, 2013	3	Mar 30, 2012	dropped	021-9999999999
IRON FUND, LP	Other Private Fund	$165,770	Mar 21, 2017	22	Apr 12, 2012	dropped	n/a
MANAGED FUTURES FUND, L.P.	Other Private Fund	$3,365	Sep 13, 2013	22	Apr 12, 2012	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CONNELL, GEORGE, WASHINGTON	Shareholder	E	yes	11/2004	Mar 30, 2012	Mar 31, 2021
CONNELL, GEORGE, WASHINGTON	Director	Na	yes	07/2010	Mar 30, 2012	Mar 31, 2021
DREXEL MORGAN & CO.	Shareholder	E	yes	07/2010	Mar 30, 2012	Mar 31, 2021
MCCABE, JAMES, LAWS	CHAIRMAN, DIRECTOR, PRESIDENT, CEO	Na	yes	05/1980	Mar 30, 2012	Mar 31, 2021
ROVNER, PAUL, STUART	VICE PRESIDENT & DIRECTOR	Na	yes	01/2011	Mar 30, 2012	Mar 31, 2021
DESCOTEAUX, DIANNE	CHIEF COMPLIANCE OFFICER	Na	no	01/2021	Jan 29, 2021	Mar 31, 2021
HICKEY, ERICH, MICHAEL	VICE PRESIDENT, CHIEF INVESTMENT STRATEGIST & COO	Na	no	08/2015	Mar 29, 2016	Mar 31, 2021

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
DREXEL MORGAN & CO.	n/a	Independent wealth	$607M	Y	no	n/a
HAVERFORD FINANCIAL SERVICES, INC.	n/a	Asset manager	$366M	N	yes	n/a
HAVERFORD TRUST SECURITIES, INC.	n/a	n/a	n/a	N	yes	n/a
RED WING MANAGEMENT II, LLC	n/a	n/a	n/a	Y	yes	n/a
THE HAVERFORD TRUST COMPANY	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020	Mar 31, 2021	$1.4B	$285M	6	3	0	1	$39.8M
2019	Mar 30, 2020	$1.3B	$253M	9	4	0	1	$37.5M
2018	Mar 25, 2019	$1.2B	$191M	10	4	0	1	$31.1M
2017	Mar 29, 2018	$1.1B	$205M	11	5	0	1	$37.0M
2016	Mar 21, 2017	$1.0B	$186M	12	5	n/a	13	$1.6B
2015	Mar 29, 2016	$1.1B	$179M	11	5	n/a	13	$1.4B
2014	Mar 27, 2015	$1.3B	$229M	11	4	n/a	13	$1.3B
2013	Mar 28, 2014	$1.3B	$207M	9	4	n/a	9	$851M
2012	Mar 27, 2013	$1.1B	$189M	9	4	n/a	13	$718M
2011	Mar 30, 2012	$1.1B	$188M	n/a	n/a	n/a	4	$126M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2020	$1.4B	$1.3B	8.6%	$1.1B	7.3%	6	9	0	0

Relationships

Affiliated with (2)

→ HAVERFORD FINANCIAL SERVICES, INC.Registered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ DREXEL MORGAN & CO.Registered adviserother investment adviser, control
factForm ADV

Advises (18)

→ GLAMORGAN PARTNERS LPPrivate fundOther Private Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ LOW DURATION GLOBAL FIXED INCOME FUND, LPPrivate fundOther Private Fund, IA, no longer reported
Apr 12, 2012 to Mar 21, 2017factForm ADV
→ BY CONTENDERPrivate fundOther Private Fund, IA, no longer reported
Mar 30, 2012 to Mar 21, 2017factForm ADV
→ HIGH YIELD DOMESTIC CORPORATE FIXED INCOME, L.P.Private fundOther Private Fund, IA, no longer reported
Apr 12, 2012 to Mar 21, 2017factForm ADV
→ THE FAMILY LP I INC.Private fundOther Private Fund, IA, no longer reported
Mar 30, 2012 to Mar 21, 2017factForm ADV
→ BONDHAUSEN #1 LONG TERM, LPPrivate fundOther Private Fund, IA, no longer reported
Mar 27, 2015 to Mar 21, 2017factForm ADV
→ DEVELOPED INTERNATIONAL EQUITY FUND, L.PPrivate fundOther Private Fund, IA, no longer reported
Apr 12, 2012 to Mar 21, 2017factForm ADV
→ GLOBAL SOVEREIGN FIXED INCOME FUND, L.P.Private fundOther Private Fund, IA, no longer reported
Apr 12, 2012 to Mar 21, 2017factForm ADV
→ KAPRO HOLDINGS, LPPrivate fundOther Private Fund, IA, no longer reported
Mar 27, 2015 to Mar 21, 2017factForm ADV
→ RUSH CAPITAL PARTNERS FUNDPrivate fundOther Private Fund, IA, no longer reported
Mar 21, 2017 to Mar 21, 2017factForm ADV
→ DOMESTIC MID CAP EQUITY FUND, L.P.Private fundOther Private Fund, IA, no longer reported
Apr 12, 2012 to Mar 21, 2017factForm ADV
→ BONDHAUSEN #3 SHORT TERM, L.P.Private fundOther Private Fund, IA, no longer reported
Mar 27, 2015 to Mar 21, 2017factForm ADV
→ IRON FUND, LPPrivate fundOther Private Fund, IA, no longer reported
Apr 12, 2012 to Mar 21, 2017factForm ADV
→ BONDHAUSEN #2 INTERMEDIATE TERM, L.P.Private fundOther Private Fund, IA, no longer reported
Mar 27, 2015 to Mar 29, 2016factForm ADV
→ DOMESTIC LARGE CAP EQUITY FUND, L.P.Private fundOther Private Fund, IA, no longer reported
Apr 12, 2012 to Sep 13, 2013factForm ADV
→ CALABASH, LPPrivate fundOther Private Fund, IA, no longer reported
Apr 12, 2012 to Sep 13, 2013factForm ADV
→ MANAGED FUTURES FUND, L.P.Private fundOther Private Fund, IA, no longer reported
Apr 12, 2012 to Sep 13, 2013factForm ADV
→ MCCABE PARTNERS, LPPrivate fundOther Private Fund, IA, no longer reported
Mar 30, 2012 to Sep 13, 2013factForm ADV

Owns (2)

← HICKEY, ERICH, MICHAELOwnerVICE PRESIDENT, CHIEF INVESTMENT STRATEGIST & COO, ownership code NA, individual
Mar 29, 2016 to presentfactForm ADV
← DESCOTEAUX, DIANNEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 29, 2021 to presentfactForm ADV

Controls (4)

← MCCABE, JAMES, LAWSOwnerCHAIRMAN, DIRECTOR, PRESIDENT, CEO, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← ROVNER, PAUL, STUARTOwnerVICE PRESIDENT & DIRECTOR, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← CONNELL, GEORGE, WASHINGTONOwnerSHAREHOLDER, ownership code E, individual
Mar 30, 2012 to presentfactForm ADV
← DREXEL MORGAN & CO.OwnerSHAREHOLDER, ownership code E, domestic entity
Mar 30, 2012 to presentfactForm ADV

Registered with (1)

← ADAM BRETT LANDAUAdvisorregistration: previous registration
Sep 30, 1998 to Dec 18, 2002factForm ADV

Dated events

Occurred
Jan 29, 2021
Control person joined
Dianne Descoteaux (Chief Compliance Officer) appeared on Schedule A of Drexel Morgan Capital Advisers, Inc.
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3fd0982b-672a-592f-2821-c178faa57142
First observed: Mar 30, 2012
Last observed: Mar 31, 2021 66 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DREXEL MORGAN CAPITAL ADVISERS, INC.

CRD 110339

RADNOR, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3fd0982b-672a-592f-2821-c178faa57142

Data as of Mar 31, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:29 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

BY CONTENDER

Other Private Fund

$873M

Mar 21, 2017

Mar 30, 2012

dropped

n/a

BONDHAUSEN #1 LONG TERM, LP

Other Private Fund

$405M

Mar 21, 2017

Mar 27, 2015

dropped

n/a

BONDHAUSEN #2 INTERMEDIATE TERM, L.P.

Other Private Fund

$143M

Mar 29, 2016

Mar 27, 2015

dropped

n/a

LOW DURATION GLOBAL FIXED INCOME FUND, LP

Other Private Fund

$91.1M

Mar 21, 2017

Apr 12, 2012

dropped

n/a

THE FAMILY LP I INC.

Other Private Fund

$73.9M

Mar 21, 2017

Mar 30, 2012

dropped

n/a

KAPRO HOLDINGS, LP

Other Private Fund

$61.0M

Mar 21, 2017

Mar 27, 2015

dropped

n/a

GLAMORGAN PARTNERS LP

Other Private Fund

$39.8M

Mar 31, 2021

Mar 30, 2012

reported

021-139250

GLOBAL SOVEREIGN FIXED INCOME FUND, L.P.

Other Private Fund

$31.6M

Mar 21, 2017

Apr 12, 2012

dropped

n/a

DEVELOPED INTERNATIONAL EQUITY FUND, L.P

Other Private Fund

$31.3M

Mar 21, 2017

Apr 12, 2012

dropped

n/a

BONDHAUSEN #3 SHORT TERM, L.P.

Other Private Fund

$12.9M

Mar 21, 2017

Mar 27, 2015

dropped

n/a

HIGH YIELD DOMESTIC CORPORATE FIXED INCOME, L.P.

Other Private Fund

$11.3M

Mar 21, 2017

Apr 12, 2012

dropped

n/a

CALABASH, LP

Other Private Fund

$9.7M

Sep 13, 2013

Apr 12, 2012

dropped

n/a

DOMESTIC MID CAP EQUITY FUND, L.P.

Other Private Fund

$8.6M

Mar 21, 2017

Apr 12, 2012

dropped

n/a

RUSH CAPITAL PARTNERS FUND

Other Private Fund

$7.4M

Mar 21, 2017

dropped

n/a

DOMESTIC LARGE CAP EQUITY FUND, L.P.

Other Private Fund

$6.0M

Sep 13, 2013

Apr 12, 2012

dropped

n/a

MCCABE PARTNERS, LP

Other Private Fund

$198,682

Sep 13, 2013

Mar 30, 2012

dropped

021-9999999999

IRON FUND, LP

Other Private Fund

$165,770

Mar 21, 2017

Apr 12, 2012

dropped

n/a

MANAGED FUTURES FUND, L.P.

Other Private Fund

$3,365

Sep 13, 2013

Apr 12, 2012

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CONNELL, GEORGE, WASHINGTON

Shareholder

yes

11/2004

Mar 30, 2012

Mar 31, 2021

CONNELL, GEORGE, WASHINGTON

Director

yes

07/2010

Mar 30, 2012

Mar 31, 2021

DREXEL MORGAN & CO.

Shareholder

yes

07/2010

Mar 30, 2012

Mar 31, 2021

MCCABE, JAMES, LAWS

CHAIRMAN, DIRECTOR, PRESIDENT, CEO

yes

05/1980

Mar 30, 2012

Mar 31, 2021

ROVNER, PAUL, STUART

VICE PRESIDENT & DIRECTOR

yes

01/2011

Mar 30, 2012

Mar 31, 2021

DESCOTEAUX, DIANNE

CHIEF COMPLIANCE OFFICER

01/2021

Jan 29, 2021

Mar 31, 2021

HICKEY, ERICH, MICHAEL

VICE PRESIDENT, CHIEF INVESTMENT STRATEGIST & COO

08/2015

Mar 29, 2016

Mar 31, 2021

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

DREXEL MORGAN & CO.

n/a

Independent wealth

$607M

n/a

HAVERFORD FINANCIAL SERVICES, INC.

n/a

Asset manager

$366M

yes

n/a

HAVERFORD TRUST SECURITIES, INC.

n/a

yes

n/a

RED WING MANAGEMENT II, LLC

n/a

yes

n/a

THE HAVERFORD TRUST COMPANY

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Mar 31, 2021

$1.4B

$285M

$39.8M

2019

Mar 30, 2020

$1.3B

$253M

$37.5M

2018

Mar 25, 2019

$1.2B

$191M

$31.1M

2017

Mar 29, 2018

$1.1B

$205M

$37.0M

2016

Mar 21, 2017

$1.0B

$186M

n/a

$1.6B

2015

Mar 29, 2016

$1.1B

$179M

n/a

$1.4B

2014

Mar 27, 2015

$1.3B

$229M

n/a

$1.3B

2013

Mar 28, 2014

$1.3B

$207M

n/a

$851M

2012

Mar 27, 2013

$1.1B

$189M

n/a

$718M

2011

Mar 30, 2012

$1.1B

$188M

n/a

$126M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$1.4B

$1.3B

8.6%

$1.1B

7.3%