DELTA INVESTMENT MANAGEMENT, LLC
CRD #149596 SEC #801-114006 SAN FRANCISCO, CA (415) 249-6337
SEC Registered
Total AUM
$770.8M
Discretionary
$770.8M
Employees
25
Clients
25
Accounts
2,625
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $770.8M | $770.8M | $0 | 25 | 0 |
| Jun 2025 | $770.8M | $770.8M | $0 | 25 | 0 |
| Mar 2025 | $770.8M | $770.8M | $0 | 25 | 0 |
| Dec 2024 | $628.9M | $628.9M | $0 | 25 | 0 |
| Oct 2024 | $628.9M | $628.9M | $0 | 25 | 0 |
| Jul 2024 | $628.9M | $628.9M | $0 | 25 | 0 |
| Jul 2024 | $628.9M | $628.9M | $0 | 25 | 0 |
| Jun 2024 | $628.9M | $628.9M | $0 | 25 | 0 |
| Jun 2024 | $628.9M | $628.9M | $0 | 25 | 0 |
| Apr 2024 | $628.9M | $628.9M | $0 | 25 | 0 |
| Apr 2024 | $628.9M | $628.9M | $0 | 25 | 0 |
| Mar 2024 | $628.9M | $628.9M | $0 | 25 | 0 |
| Nov 2023 | $531.7M | $531.7M | $0 | 24 | 0 |
| Jul 2023 | $531.7M | $531.7M | $0 | 24 | 0 |
| Apr 2023 | $531.7M | $531.7M | $0 | 24 | 0 |
| Mar 2023 | $531.7M | $531.7M | $0 | 24 | 0 |
| Nov 2022 | $513.9M | $513.9M | $0 | 21 | 0 |
| Apr 2022 | $513.9M | $513.9M | $0 | 21 | 0 |
| Mar 2022 | $513.9M | $513.9M | $0 | 21 | 0 |
| Sep 2021 | $509.6M | $509.6M | $0 | 19 | 0 |
| May 2021 | $509.6M | $509.6M | $0 | 19 | 0 |
| Apr 2021 | $509.6M | $509.6M | $0 | 19 | 0 |
| Mar 2021 | $509.6M | $509.6M | $0 | 19 | 0 |
| Mar 2021 | $509.6M | $509.6M | $0 | 19 | 0 |
| Dec 2020 | $417.3M | $417.2M | $100.1K | 21 | 0 |
| Jul 2020 | $417.3M | $417.2M | $100.1K | 21 | 0 |
| Jul 2020 | $417.3M | $417.2M | $100.1K | 21 | 0 |
| Mar 2020 | $417.3M | $417.2M | $100.1K | 21 | 0 |
| Dec 2019 | $134M | $134M | $0 | 13 | 0 |
| Oct 2019 | $134M | $134M | $0 | 13 | 0 |
| Sep 2019 | $134M | $134M | $0 | 13 | 0 |
| Sep 2019 | $134M | $134M | $0 | 13 | 0 |
| Aug 2019 | $134M | $134M | $0 | 13 | 0 |
| Aug 2019 | $134M | $134M | $0 | 13 | 0 |
| Apr 2019 | $134M | $134M | $0 | 13 | 0 |
| Mar 2019 | $134M | $134M | $0 | 13 | 0 |
| Mar 2019 | $134M | $134M | $0 | 13 | 0 |
| Nov 2018 | $113.6M | $113.6M | $0 | 4 | 0 |
| Nov 2018 | $113.6M | $113.6M | $0 | 4 | 0 |
| Oct 2018 | $113.6M | $113.6M | $0 | 4 | 0 |
| Aug 2018 | $113.6M | $113.6M | $0 | 4 | 0 |
DateJul 2025
Total AUM$770.8M
Discretionary$770.8M
Non-Disc.$0
Employees25
Clients0
DateJun 2025
Total AUM$770.8M
Discretionary$770.8M
Non-Disc.$0
Employees25
Clients0
DateMar 2025
Total AUM$770.8M
Discretionary$770.8M
Non-Disc.$0
Employees25
Clients0
DateDec 2024
Total AUM$628.9M
Discretionary$628.9M
Non-Disc.$0
Employees25
Clients0
DateOct 2024
Total AUM$628.9M
Discretionary$628.9M
Non-Disc.$0
Employees25
Clients0
DateJul 2024
Total AUM$628.9M
Discretionary$628.9M
Non-Disc.$0
Employees25
Clients0
DateJul 2024
Total AUM$628.9M
Discretionary$628.9M
Non-Disc.$0
Employees25
Clients0
DateJun 2024
Total AUM$628.9M
Discretionary$628.9M
Non-Disc.$0
Employees25
Clients0
DateJun 2024
Total AUM$628.9M
Discretionary$628.9M
Non-Disc.$0
Employees25
Clients0
DateApr 2024
Total AUM$628.9M
Discretionary$628.9M
Non-Disc.$0
Employees25
Clients0
DateApr 2024
Total AUM$628.9M
Discretionary$628.9M
Non-Disc.$0
Employees25
Clients0
DateMar 2024
Total AUM$628.9M
Discretionary$628.9M
Non-Disc.$0
Employees25
Clients0
DateNov 2023
Total AUM$531.7M
Discretionary$531.7M
Non-Disc.$0
Employees24
Clients0
DateJul 2023
Total AUM$531.7M
Discretionary$531.7M
Non-Disc.$0
Employees24
Clients0
DateApr 2023
Total AUM$531.7M
Discretionary$531.7M
Non-Disc.$0
Employees24
Clients0
DateMar 2023
Total AUM$531.7M
Discretionary$531.7M
Non-Disc.$0
Employees24
Clients0
DateNov 2022
Total AUM$513.9M
Discretionary$513.9M
Non-Disc.$0
Employees21
Clients0
DateApr 2022
Total AUM$513.9M
Discretionary$513.9M
Non-Disc.$0
Employees21
Clients0
DateMar 2022
Total AUM$513.9M
Discretionary$513.9M
Non-Disc.$0
Employees21
Clients0
DateSep 2021
Total AUM$509.6M
Discretionary$509.6M
Non-Disc.$0
Employees19
Clients0
DateMay 2021
Total AUM$509.6M
Discretionary$509.6M
Non-Disc.$0
Employees19
Clients0
DateApr 2021
Total AUM$509.6M
Discretionary$509.6M
Non-Disc.$0
Employees19
Clients0
DateMar 2021
Total AUM$509.6M
Discretionary$509.6M
Non-Disc.$0
Employees19
Clients0
DateMar 2021
Total AUM$509.6M
Discretionary$509.6M
Non-Disc.$0
Employees19
Clients0
DateDec 2020
Total AUM$417.3M
Discretionary$417.2M
Non-Disc.$100.1K
Employees21
Clients0
DateJul 2020
Total AUM$417.3M
Discretionary$417.2M
Non-Disc.$100.1K
Employees21
Clients0
DateJul 2020
Total AUM$417.3M
Discretionary$417.2M
Non-Disc.$100.1K
Employees21
Clients0
DateMar 2020
Total AUM$417.3M
Discretionary$417.2M
Non-Disc.$100.1K
Employees21
Clients0
DateDec 2019
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees13
Clients0
DateOct 2019
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees13
Clients0
DateSep 2019
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees13
Clients0
DateSep 2019
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees13
Clients0
DateAug 2019
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees13
Clients0
DateAug 2019
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees13
Clients0
DateApr 2019
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees13
Clients0
DateMar 2019
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees13
Clients0
DateMar 2019
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees13
Clients0
DateNov 2018
Total AUM$113.6M
Discretionary$113.6M
Non-Disc.$0
Employees4
Clients0
DateNov 2018
Total AUM$113.6M
Discretionary$113.6M
Non-Disc.$0
Employees4
Clients0
DateOct 2018
Total AUM$113.6M
Discretionary$113.6M
Non-Disc.$0
Employees4
Clients0
DateAug 2018
Total AUM$113.6M
Discretionary$113.6M
Non-Disc.$0
Employees4
Clients0