Ddelta Real Estate Investments

RIASEC RegisteredEst. 2023
Total AUM
$170M
Discretionary
$170M
100% of AUM
Avg account
$21.2M
Accounts
8
Employees
9
Advisory reps
6

Firm details

Headquarters
Austin, Texas
CRD number
326662
Registered since
November 29, 2023
Website
ddelta.us
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ddelta Real Estate Investments is a corporation that structures and manages pooled real estate investment vehicles for institutional clients. The firm functions as an adviser and sponsor/GP/managing member of its funds, providing portfolio management for pooled investment vehicles rather than acting as a broad capital allocator. Ownership is listed as a mix of a foreign entity and an individual. Ddelta is SEC-registered as of 2023 and is not identified as an active ESG investor. Its fee model combines a standard percentage-of-AUM charge with performance-based fees.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Joyce Lapreta

    Chief Compliance OfficerCRD 1567415

  • Santiago Correa

    Chief Executive OfficerCRD 7746941

  • Gerardo Osuna

    Gerardo Osuna

    Chief Executive OfficerCRD 7765938

Contacts

3 of 3
  • Federico Santos

    PresidentCRD 7746939

  • Marcela Flores

    Secretary and TreasurerCRD 7747275

  • Melvin Chinchilla Ayestas

    Melvin Chinchilla Ayestas

    Head of FinanceCRD 7827008

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
901 S Mopac Expy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth