Delta Capital Management LLC
Firm details
- Headquarters
- Red Bank, New Jersey
- CRD number
- 106248
- Registered since
- April 22, 2005
- Website
- www.delta-capital.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans45.52%
- HNWI43.39%
- State / Municipal Government4.94%
- Charitable Organizations4.41%
- Corporations / Businesses1.75%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Delta Capital Management LLC is an institutional registered investment adviser that provides discretionary portfolio management to both individuals/families and institutions. The firm is SEC registered (registration year 2005) and organized as an LLC with individual ownership. Its client relationships are managed on a percentage-of-AUM fee basis. Advisory services focus on portfolio management for smaller private clients as well as for businesses or institutional accounts. The firm reports a preference for equity exposure, does not identify as an ESG investor, and is not structured as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities73%
- Investment Grade Corp Bonds25%
- Cash & Cash Equivalents2%
Contacts
3 of 3
William Coughlin
Managing PartnerCRD 2078844
Anthony Cavlov
PartnerCRD 2877540
Michael Hemberger
PartnerCRD 2898016
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$283M in ETFs
100%
$283M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF (CWB) | State Street | Passive | Convertibles | $128M | 1,186,000 | 45.16% |
Location
Red Bank, NJ
Monmouth
Location
Red Bank, NJ
Headquartered in Red Bank, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Monmouth
- Address
- 157 Broad St
- Time zone
- ET (UTC-5)
- Office locations
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