RIA Intel›Advisers›California›DELTA INVESTMENT MANAGEMENT, LLC

DELTA INVESTMENT MANAGEMENT, LLC

Advisory

N·SAN FRANCISCO, CA

Data as of Apr 17, 2026 · Source: SEC Form ADV

Total AUM
$857M
1-Year AUM Growth
+18.3%
3-Year CAGR
+6.7%
Employees
25
Assets Under Management
Total AUM$857M
Discretionary AUM$857M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,212
Team
Total Employees25
Investment Advisers25
Employee Growth (1Y)+4.2%
Filing History
Total Filings on Record37
First FilingAug 20, 2018
Latest FilingApr 17, 2026
🔒 Full AUM trend chart and 37 historical filings spanning 8+ years
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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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