PPrivate Fund Data Log in Join · $37/mo

Delta Investment Management, LLC

● SEC registered since 2018CRD 149596SEC# 801-114006San Francisco, CA
Export (members)
Reg. AUM
$770.8M
Employees
25
Accounts
2,625
Location
San Francisco, CA

Delta Investment Management, LLC assets under management

Delta Investment Management, LLC is an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2018. It reports $770.8 million in regulatory assets under management and employs 25 people.

Delta Investment Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Andrew Dooling Houghton ControlManaging Member50-75%2008
Nicholas Granger Atkeson ControlManaging Member/Chief Compliance Officer50-75%2008

Frequently asked questions

How much does Delta Investment Management, LLC manage?

Delta Investment Management, LLC reports $770.8 million in regulatory assets under management on its Form ADV.

How many employees does Delta Investment Management, LLC have?

Delta Investment Management, LLC reports 25 employees.

Where is Delta Investment Management, LLC located?

Delta Investment Management, LLC is based in San Francisco, CA and has been SEC-registered since 2018.

Does Delta Investment Management, LLC disclose fund performance?

Delta Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address708 Montgomery Street, San Francisco, CA 94111
Phone(415) 249-6337
Fax(415) 738-0558
Office hours6:00 a.m. - 4:00 p.m. (3)
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$770.8M
Non-discretionary$0
Total (RAUM)$770.8M