Adviser Profile
| As of Date | 06/19/2025 |
| Registration status | Registration Changed to DELTA ACCUMULATION, LLC |
| ADV Location | SAUSALITO, CA, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 210,017,327 -7% |
| of that, discretionary | 210,017,327 -7% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 23,335,259 -7% |
| % High Net Worth | 55.56% |
| SMA’s | No |
| Private Funds | 0 4 |
Adviser Type
Client Types
- High net worth individuals
- Pooled investment vehicles
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1
1
1
1