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DELTA CAPITAL MANAGEMENT LLC
CRD 106248 · SEC 801-64169
157 BROAD ST., SUITE 303, RED BANK, NJ, 07701, United States
Phone
212-986-4040
Fax
212-986-5437
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$240.2M
Discretionary AUM
$240.2M
Team
4 total employees; 3 advisory reps; 41 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 30 | $104.2M |
| Pension/profit sharing plans | 2 | $109.4M |
| Charitable organizations | 4 | $10.6M |
| State/municipal entities | 3 | $11.9M |
| Corporations/business entities | 2 | $4.2M |
States served
CA, NJ, NY, PA
All web addresses on file
Official SEC filing: View on IAPD