DDELTA REAL ESTATE INVESTMENTS

RIASEC RegisteredEst. 2023
Total AUM
$170M
Discretionary
$170M
100% of AUM
Avg account
$21.2M
Accounts
8
Employees
9
Advisory reps
6

Firm details

Headquarters
AUSTIN, Texas
CRD number
326662
Registered since
November 29, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ddelta Real Estate Investments is a real estate-focused investment adviser that manages pooled investment vehicles for institutional clients. The firm operates as a sponsor and general partner for its funds, handling portfolio management for those vehicles rather than providing one-off advisory services to retail investors. Its fee schedule blends asset-based fees with performance-based compensation, which aligns the firm’s economics with fund performance. Ddelta concentrates on private real estate exposures and third-party private placements rather than public market strategies, and it does not position itself as an active ESG investor. Ddelta was registered with the SEC in 2023 and structures its activity around a small number of institutional relationships. The firm’s regulatory and operating profile points to a manager that runs closed or semi-closed pooled vehicles in which it takes an active operating and sponsorship role.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • GERARDO OSUNA

    Chief Executive OfficerCRD 7765938

  • JOYCE LAPRETA

    Chief Compliance OfficerCRD 1567415

  • SANTIAGO CORREA

    Chief Executive OfficerCRD 7746941

Contacts

3 of 3
  • MARCELA FLORES

    Secretary and TreasurerCRD 7747275

  • FEDERICO SANTOS

    PresidentCRD 7746939

  • Melvin Chinchilla Ayestas

    Head of FinanceCRD 7827008

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
901 S Mopac Expy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth