Delta Capital Partners Management LLC
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Learn more about Delta Capital Partners Management LLC
Overview
Delta Capital Partners Management LLC operates as an advisory company that has its headquarters in Chicago, Illinois. Delta Capital Partners Management LLC manages $120.9 million in assets over four client accounts, making it a mid-tier investment advisory firm in the country by assets under management (AUM). Delta Capital Partners Management LLC has a small group, including 6 financial advisors. Delta Capital Partners Management LLC does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal investments like options, bonds and equities.
Delta Capital Partners Management LLC administers more than half of the firm's client assets in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make transaction judgments without requiring client consent. It also administers one non-discretionary accounts with a total of $57.7 million in assets under management. The advisory firm's typical account size is $30.2 million. The typical financial advisor at Delta Capital Partners Management LLC manages fewer than one client account, placing it among the most personalized advisor firms in the country.
Delta Capital Partners Management LLC's central office is located at 353 N Clark Street, Suite 1700, Chicago, Illinois 60654. The firm is allowed to provide services to clients across a few states, including Connecticut and Minnesota.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Delta Capital Partners Management LLC by the Numbers
$120.9 million
8
4
$30.2 million
Fee Structure
Fees charged by financial advisors usually vary depending on which service is provided. However, fee types charged by Delta Capital Partners Management LLC most likely include the following fee structures: asset-based or performance-based. Delta Capital Partners Management LLC does not participate in a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to pooled investment vehicles. Out of its four clients, Delta Capital Partners Management LLC's biggest client type by number of accounts is pooled investment vehicles. About 33% of the firm's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Delta Capital Partners Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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