D
CRD: 282317
Delta & Gamma Capital Management LLC
NEW York, NY, 10036
6463308119
$10.5M Total AUM
$7.9M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
10 yrs Firm Age
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- Custodian
- Lincoln Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-03-2016
- Office Locations
- 1
Office Locations
1120 AVE OF Americas, 4TH FL NEW York NY
About Delta & Gamma Capital Management LLC
Delta & Gamma Capital Management LLC is a NEW York-based RIA. The firm has been operating for 10 years. Managing $10.5M in total assets under management, with 1 advisory representatives. They custody assets with Lincoln Financial. Services offered include Insurance, Portfolio Construction, Wealth Planning.
Team overview
-- AVG AGE
$10.5M AVG AUM / ADVISOR
$477.7K AVG AUM / CLIENT
4.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Bridge zenith
Services
Summit Foundation Matrix legacy
Owner & Executives
MARK DECHUN WANG
Analyst, MANAGING DIRECTOR
- CRD
- #5606337
- Ownership
- 75% or more
(323) 200-1906
radial.bridge@capitalcapital.com
in linkedin.com/in/value-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,877,442 | -- |
| Non-Discretionary | $2,632,676 | -- |
| Total | $10,510,118 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,510,118
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $6,807,019,635 | 100.0% |
| Total | $6,807,019,635 | 100.0% |