| Name | Title | Ownership | Since |
|---|---|---|---|
| Barrett Oliver Schultz Control | Chief Operations Officer | Under 5% | 2025 |
| Kathi Renee Mansfield Control | Chief Compliance Officer | Under 5% | 2025 |
| Orange Street Holdings Inc Control | Shareholder | Over 75% | 2012 |
Realta Investment Advisors, Inc reports $343.5 million in regulatory assets under management on its Form ADV.
Realta Investment Advisors, Inc reports 64 employees.
Realta Investment Advisors, Inc is based in Wilmington, DE and has been SEC-registered since 2007.
Realta Investment Advisors, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1201 N. Orange Street, Suite 729, Wilmington, DE 19801 |
| Phone | 888-657-5200 |
| Fax | 302-250-4731 |
| Office hours | 5-Sep |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $222.6M |
| Non-discretionary | $120.8M |
| Total (RAUM) | $343.5M |