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DEFELICE CAPITAL MANAGEMENT LLC

Advisory

N·

Data as of Aug 1, 2022 · Source: SEC Form ADV

Total AUM
$53M
1-Year AUM Growth
+51.6%
3-Year CAGR
0.0%
Employees
1
Assets Under Management
Total AUM$53M
Discretionary AUM$53M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record14
First FilingFeb 26, 2020
Latest FilingAug 1, 2022
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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