1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2DELTA ACCUMULATION, LLC

Map pinSAUSALITO, CA
Phone415-480-0485
NotebookSEC #801-132565
Total AUM
$332.1M
Employees
3
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1505 BRIDGEWAY
SUITE 106
SAUSALITO
CA 94965
United States
Operating Hours
9AM -5PM
Monday - Friday
Phone
415-480-0485

ReceiptFinancials

Total AUM
$332.1M
Accounts
7
Discretionary
$332.1M
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

HNW Individual Clients
4
AUM
$233.1M
Pooled Vehicle Clients
4
AUM
$99M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account