Insights

Targeted Clientele Delta Capital Management caters to high-net-worth individuals and institutional clients seeking diversified investment solutions, presenting an opportunity to offer advanced portfolio management tools, reporting platforms, or tailored financial products that enhance client service and investment performance.

Growth Potential With a revenue range of 10 to 25 million dollars and a relatively small team, DCM is poised to expand its asset management capacity, creating avenues for scalable technology solutions such as CRM systems or investment analytics to support increased client onboarding and portfolio analysis.

Recent Leadership Expansion The recent appointment of Alan Philpot as Chief Product Officer indicates ongoing strategic development, which could open up partnerships in product development, investment technology, or digital transformation initiatives to support their evolving offerings.

Technology Stack Using modern web and collaboration tools, DCM shows openness to integrating new technologies, providing an opportunity to present innovative fintech solutions, cybersecurity services, or cloud-based platforms that improve operational efficiency and client experience.

Competitive Positioning Operating in a niche with similar firms such as Alpha Wealth Advisors and Stellar Asset Management, DCM may be interested in differentiated value propositions like advanced data analytics, ESG integration, or customized investment strategies to strengthen its competitive edge.

Similar companies to Delta Capital Management

Delta Capital Management Tech Stack

Delta Capital Management uses 5 technology products and services including Squarespace, Webpack, Microsoft 365, and more. Explore Delta Capital Management's tech stack below.

Squarespace
Content Management System
Webpack
Development
Microsoft 365
Email
Modernizr
Javascript Libraries
Adobe Fonts
Web Fonts

Media & News

Delta Capital hires Alan Philpot as CPO.
Delta Capita hires Alan Philpot as CPO
Sep 11, 2023 | www.fintechfutures.com

Delta Capital Management's Email Address Formats

Delta Capital Management uses at least 1 format(s):

Delta Capital Management Email Formats	Example	Percentage
FLast@delta-capital.com	JDoe@delta-capital.com	50%
FLast@delta-capital.com	JDoe@delta-capital.com	50%

Frequently Asked Questions

Where is Delta Capital Management's headquarters located?

Delta Capital Management's main headquarters is located at 1 Harding Road Suite 303 Red Bank, New Jersey 07701 United States. The company has employees across 1 continents, including North America.

What is Delta Capital Management's phone number?

You can contact Delta Capital Management's main corporate office by phone at

+1-212-986-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Delta Capital Management's official website and social media links?

Delta Capital Management's official website is delta-capital.com and has social profiles on LinkedIn.

How much revenue does Delta Capital Management generate?

As of February 2026, Delta Capital Management's annual revenue is estimated to be $417K.

What is Delta Capital Management's SIC code NAICS code?

Delta Capital Management's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Delta Capital Management have currently?

As of February 2026, Delta Capital Management has approximately 6 employees across 1 continents, including North America. Key team members include Co-Founder Portfolio Manager: M. H.Portfolio Manager: A. C.Portfolio Manager: M. H.. Explore Delta Capital Management's employee directory with LeadIQ.

What industry does Delta Capital Management belong to?

Delta Capital Management operates in the Investment Management industry.

What technology does Delta Capital Management use?

Delta Capital Management's tech stack includes SquarespaceWebpackMicrosoft 365ModernizrAdobe Fonts.

What is Delta Capital Management's email format?

Delta Capital Management's email format typically follows the pattern of FLast@delta-capital.com. Find more Delta Capital Management email formats with LeadIQ.

Delta Capital Management

Q: How many employees does Delta Capital Management have currently?

Delta Capital Management has approximately 6 employees.

Q: What technology does Delta Capital Management use?

Delta Capital Management's tech stack includes Microsoft 365, Adobe Fonts, Webpack, Modernizr, Squarespace.

Investment ManagementNew Jersey, United States2-10 Employees

Delta Capital Management (DCM) is a privately owned investment advisor registered with the U.S. Securities and Exchange Commission. Today the firm manages assets exclusively for outside clients. The firm offers three distinct product lines: Large Cap Equity, Mid/Small Capitalization Equity and Diversified Income. DCM also provides portfolio management in a balanced product, utilizing Large cap equity, as the equity component for the balanced accounts. DCM places a strong emphasis on delivering both first-rate investment returns and top client service. Understanding the clients’ objectives and requirements is paramount to a successful investment program.

Company Overview

Headquarters: 1 Harding Road Suite 303 Red Bank, New Jersey 07701 United States
Phone number: +1-212-986-****
Website: delta-capital.com
SIC Code: 7389 - Business Services, Not Elsewhere Classified
NAICS Code: 5239 - Other Financial Investment Activities
Employees: 2-10