DELTA ACCUMULATION, LLC
Firm details
- Headquarters
- SAUSALITO, California
- CRD number
- 286434
- Registered since
- June 17, 2025
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI70.18%
- Pooled Investment Vehicles29.82%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Delta Accumulation, LLC is a limited liability company that operates as a hedge fund and provides portfolio management to both individuals/small businesses and pooled investment vehicles. The firm is SEC-registered (registration listed in 2025), is owned by an individual, and serves a mix of individual/family and institutional clients. Its compensation model combines asset-based fees with performance-based fees, consistent with an active hedge-fund style manager. Delta Accumulation does not identify as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Derivatives73%
- Exchange Traded Equities27%
Owners & executives
2 of 2PATRICK KENARY
Chief Compliance Officer, Head of RiskCRD 2085617
Brock Griffin
COOCRD 6764269
Contacts
1 of 1JOSHUA PIESTRUP
Portfolio ManagerCRD 6759965
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAUSALITO, CA
MARIN
Location
SAUSALITO, CA
Headquartered in SAUSALITO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- MARIN
- Address
- 1505 Bridgeway
- Time zone
- PT (UTC-8)
- Office locations
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