RIA Intel›Advisers›Illinois›DELTA CAPITAL PARTNERS MANAGEMENT LLC

DELTA CAPITAL PARTNERS MANAGEMENT LLC

Advisory

N·CHICAGO, IL

Data as of Mar 31, 2025 · Source: SEC Form ADV

Total AUM
$90M
1-Year AUM Growth
+6.1%
3-Year CAGR
-11.2%
Employees
5
Assets Under Management
Total AUM$90M
Discretionary AUM$90M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients3
Team
Total Employees5
Investment Advisers8
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record11
First FilingSep 24, 2021
Latest FilingMar 31, 2025
🔒 Full AUM trend chart and 11 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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