D
CRD: 125899
DE Luchi Investment Management
Alameda, CA
5105216632
$73.8M Total AUM
$73.8M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
29 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-29-1996
- Office Locations
- 1
Office Locations
-- Alameda CA
About DE Luchi Investment Management
DE Luchi Investment Management is a Alameda-based RIA. The firm has been operating for 29 years. Managing $73.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Insurance, Portfolio Construction.
Team overview
67 AVG AGE
$73.8M AVG AUM / ADVISOR
$3.1M AVG AUM / CLIENT
6.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
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Asset Classes
Ridge prime Vertex
Investment Themes
Matrix Atlas optima
Investment Vehicles
Meridian
Services
Alpha optima Catalyst Signal
Owner & Executives
STEPHEN FRANK DE LUCHI
Chief Compliance Officer, Owner
- CRD
- #2708124
- Ownership
- 75% or more
(932) 258-8664
vertex.alpha@beaconcapital.com
in linkedin.com/in/element-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,818,719 | -- |
| Non-Discretionary | $0 | -- |
| Total | $73,818,719 | -- |
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Separately Managed Accounts
Total SMA Asset: $73,818,719
Public Funds:
27.7% Equity - Exchange:
25.5% Cash:
46.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,327,269,981 | 27.7% |
| Equity - Exchange | $2,142,432,654 | 25.5% |
| Cash | $3,931,994,049 | 46.8% |
| Total | $8,401,696,684 | 100.0% |