Delta Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$104,242,669
Clients
30
Advisors
1
of 4 employees
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
Expertise
Occupation focus
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
157 Broad St., Suite 303
Red Bank NJ 07701
Advisors at this office
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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