Del Monte Capital, Inc.

Overview

Del Monte Capital, Inc. operates as a small, fee-based advisory firm that combines portfolio management for individuals and small businesses with real estate brokerage activity. The firm appears to run a highly concentrated, boutique practice: its mandate emphasizes liquid public equities and mutual funds while maintaining ties to third-party real estate investment opportunities. Advisory relationships are structured as percentage-of-AUM engagements and the firm reports actively managing client assets on a non-discretionary basis. Del Monte Capital is organized as a corporation and is owned by an individual; it does not present as an ESG-focused or multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices