Overview
Assets Under Management: $697 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 115
Average Client Assets: $3 million
Frequently Asked Questions
DELTEC ASSET MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #104068), DELTEC ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
DELTEC ASSET MANAGEMENT LLC is headquartered in NEW YORK, NY.
DELTEC ASSET MANAGEMENT LLC serves 115 high-net-worth clients according to their SEC filing dated February 21, 2025. View client details ↓
According to their SEC Form ADV, DELTEC ASSET MANAGEMENT LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
DELTEC ASSET MANAGEMENT LLC manages $697 million in client assets according to their SEC filing dated February 21, 2025.
According to their SEC Form ADV, DELTEC ASSET MANAGEMENT LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 115
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.23
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 157
Discretionary Accounts: 157
Regulatory Filings
CRD Number: 104068
Last Filing Date: 2025-02-21 00:00:00
Website: https://deltec-ny.com