DALCO CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
NEWPORT BEACH, California
CRD number
329757

Firm profile

FINTRX

Overview

Dalco Capital Management, LLC is organized as a limited liability company that operates primarily through pooled investment vehicles. The firm serves as sponsor, general partner and managing member of those vehicles rather than positioning itself as a traditional multi-state advisory firm or broad-based wealth manager. Public filings indicate it is not an active ESG investor and does not present itself as a pension consultant or capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • TIMOTHY MCCARTHY

    Director of OperationsCRD 1321347

  • MATT SULENTIC

    Founder & PrincipalCRD 6966540

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

NEWPORT BEACH, CA

ORANGE

Location

NEWPORT BEACH, CA

Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
23 Corporate Plaza Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth