DELTA-V CAPITAL, LLC

RIASEC RegisteredEst. 2015
Total AUM
$1.6B
Discretionary
$1B
66% of AUM
Avg account
$62.7M
Accounts
25
Employees
18
Advisory reps
5

Firm details

Headquarters
DENVER, Colorado
CRD number
161800
Registered since
July 10, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Delta-V Capital, LLC is structured as a limited liability company and operates as a private equity fund manager and pooled-vehicle adviser. The firm registered with the SEC in 2015 and primarily serves institutional clients. Its advisory mandate centers on portfolio management for pooled investment vehicles, and Delta-V Capital commonly functions as sponsor, general partner, and managing member of the funds it manages. Compensation is through a mix of asset-based fees and performance-linked fees. The firm does not self-identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

1 of 1
  • KYLE ROGERS

    Chief Operating OfficerCRD 3265800

Contacts

3 of 4
  • Garrett Marsilio

    PartnerCRD 7892518

  • DAVID SCHALLER

    Founder & Managing PartnerCRD 6046312

  • Colin Barclay

    PartnerCRD 7511400

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
3001 Brighton Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth