DALCO CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 329757
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2TIMOTHY MCCARTHY
Director of OperationsCRD 1321347
MATT SULENTIC
Founder & PrincipalCRD 6966540
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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