Delta Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$240,245,252
Total clients
30
100% high-net worth
Total advisors
1
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
30
Average account size
$8,008,175
About
Delta Capital Management, LLC is an SEC-registered, owner-operated investment adviser that provides discretionary portfolio management for equity and fixed‑income portfolios. The firm advises high‑net‑worth individuals and a range of institutional clients — including pension plans, foundations, trusts and municipalities — and also participates as an investment manager in third‑party wrap‑fee programs.
DCM employs a value‑oriented equity process centered on low normalized price‑to‑earnings screening (initially screening large‑cap names and narrowing to a focused research list) combined with an intermediate, investment‑grade fixed‑income emphasis. Equity portfolios are managed consistently across accounts, targeting a concentrated mix of holdings diversified by industry and implemented with uniform buy/sell actions and a defined three‑part sell discipline.
What is noteworthy relative to peers is the firm’s explicit coverage of municipal clients, a client type that is uncommon among supported firms, and its ongoing role in wrap‑fee program arrangements in which it receives a portion of sponsor fees. The combination of a narrowly defined value process, firm‑wide simultaneous trade implementation, and participation in wrap programs distinguishes its operational and client‑service approach from many similarly sized advisers.
Client services
Fee options
$0 - $5,000,000: 1/4 of 1% quarterly (equivalent to 1.00% annually) $5,000,001 - $20,000,000: 3/16 of 1% quarterly (equivalent to 0.75% annually) $20,000,001+: 1/8 of 1% quarterly (equivalent to 0.50% annually)
Account minimum: $1,000,000
Main office location
Delta Capital Management LLC
157 Broad St., Suite 303
Red Bank NJ 07701, United States
Number of offices
1
Most active in
California · New Jersey · New York · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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