This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$255MItem 5.F on the latest filing (2018-03-30); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$255M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

7

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

4

Private funds

3Schedule D 7.B(1)

Private fund GAV

$255Mgross asset value as reported per fund; never fund size

Custody, client assets

$134M

SEC number

801-60486

CRD

114681

Filings on the tape

17

First filed

Mar 28, 2012

Latest filed

Mar 30, 2018

Organised

Limited Partnership, Delaware

• Occurred

  Mar 30, 2018
  Regulatory AUM changed

  Delta Partners, Lp reported RAUM $254.5M, down 60% from $629.0M (2018-01-12 to 2018-03-30)

  Form ADVobserved 3 days ago
  $-374M

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4561220f-ecc2-d040-769e-4dc6887b1e9e

First observed

Mar 28, 2012

Last observed

Mar 30, 2018 103 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.