BLUE DELTA CAPITAL PARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MCLEAN, Virginia
CRD number
283199
Registered since
March 29, 2024

Firm profile

FINTRX

Overview

Blue Delta Capital Partners, LLC is an LLC that registered with the SEC in 2024 and is owned by an individual. The firm’s principal activity is operating and sponsoring pooled investment vehicles: it serves as an investment adviser and sponsor and acts in GP and managing-member roles for its funds. Blue Delta is not described as a capital allocator or an ESG-focused investor, and it does not report multi-state adviser status or pension-consulting activity.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • KEVIN ROBBINS

    General PartnerCRD 3145744

  • MARK FRANTZ

    General PartnerCRD 2969492

  • PHILIP NOLAN

    General PartnerCRD 6251462

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MCLEAN, VA

FAIRFAX

Location

MCLEAN, VA

Headquartered in MCLEAN, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
FAIRFAX
Address
1751 Pinnacle Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth