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DELTA CAPITAL MANAGEMENT

Business and Investment Profile

The DELTA CAPITAL MANAGEMENT is a privately held investment adviser that advises $277.36mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. DELTA CAPITAL MANAGEMENT is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 59.67% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 6.25 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 698 N. MAITLAND AVENUE SUITE 201, MAITLAND, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 9 employees comprised of 6 investment and 3 non-investment staff. The total number of Employees decreased by 30.77% over the last 5-years.

Asset Profile

Their $277.36mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 108 other accounts. Assets of Pension and Profit Sharing Plans-Private clients total $277.36mn or 100% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 1 types of clients, top clients are Pension and Profit Sharing Plans-Private.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees.

Sub-Advisers

DELTA CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: DELTA CAPITAL MANAGEMENT

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Keywords: Delta Capital Management, Delta
Generated 2026-09-12T06:51:36.2466179.  © 2026 Convergence.