DELTA GLOBAL

RIASEC RegisteredEst. 2023
Total AUM
$3B
Discretionary
$3B
100% of AUM
Avg account
$1.5B
Accounts
2
Employees
14
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
327142
Registered since
August 1, 2023
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Delta Global is a limited partnership that operates as an SEC-registered hedge fund adviser (registration year 2023). The firm serves institutional clients and concentrates on portfolio management for pooled investment vehicles rather than acting as a capital allocator to external managers. Its fee model includes performance-based components alongside other fee arrangements. The firm is not positioned as an active ESG investor, and it is not registered as a multi-state adviser. Ownership is listed as a combination of a domestic entity and an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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
  • MICHAEL SHIFREN

    Chief Financial OfficerCRD 6776245

  • ANDREW KOMERY

    Founder, Managing Partner and CIOCRD 4826292

  • BRIAN FALAHEE

    Chief Operating OfficerCRD 4507094

Contacts

1 of 1
  • ANTHONY CHACON

    Director of Research, PartnerCRD 5194700

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, 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
NEW YORK
Address
41 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth