DELTA & GAMMA CAPITAL MANAGEMENT LLC

Overview

Delta & Gamma Capital Management LLC is an independent registered investment adviser run as a small, owner-operated firm that focuses on financial planning and portfolio management for individuals, families and small businesses, with a limited number of institutional relationships. The firm’s investment posture is equity-centric: its reported asset mix shows a clear preference for exchange-traded equities as the primary vehicle for client portfolios. Management services include discretionary portfolio management alongside non‑discretionary relationships, and the firm charges a mix of percentage-of-AUM fees, hourly fees, fixed fees and performance-based fees. Delta & Gamma Capital Management LLC does not present itself as an ESG investor and is not positioned as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices