GLOBAL DELTA CAPITAL, LLC

RIASEC RegisteredEst. 2024
Total AUM
$225M
Discretionary
$225M
100% of AUM
Avg account
$225M
Accounts
1
Employees
13
Advisory reps
2

Firm details

Headquarters
SOMERVILLE, Massachusetts
CRD number
324485
Registered since
January 12, 2024
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Global Delta Capital, LLC is a limited liability company that operates as a hedge-fund adviser. The firm is SEC-registered (2024) and positions itself to manage pooled investment vehicles on behalf of institutional clients. It functions as sponsor, general partner and managing member of those vehicles and provides portfolio management for pooled funds. Fee billing is on a percentage-of-assets-under-management basis. The firm does not identify as a capital allocator, is not marked as an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • MELANIE BRAYDEN

    Chief Compliance OfficerCRD 8015228

Contacts

1 of 1
  • ASHA MEHTA

    FounderCRD 4244238

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

SOMERVILLE, MA

MIDDLESEX

Location

SOMERVILLE, MA

Headquartered in SOMERVILLE, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
MIDDLESEX
Address
49 Davis Sq
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth