Delta Asset Management - aVenture Asset Manager Research
Delta Asset Management
Operating Status: Operating
Delta Enhanced Equity: An Illinois-based stock and bond investment advisor for institutions.
Location
Memphis, TN, US
Founded
1989
Delta Asset Management is an Illinois-based investment advisor specializing in stocks and bonds. The firm primarily serves institutional clients through its Delta Enhanced Equity Limited Partnership, offering tailored investment solutions. Their approach likely involves a mix of fundamental analysis and market timing strategies to optimize returns for their clients.
Notable portfolio companies include Change Foods, a food technology startup, and Luxcore, a technology company. Delta Asset Management has participated in both seed and Series A funding rounds, demonstrating their support for early-stage ventures. The firm's investment philosophy appears to emphasize market analysis and timing, as evidenced by their published insights on interest rates and market trends.
Delta Asset Management - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies2
Current Portfolio Count2
Top Investment Stages
Seed1 (50.0%)
Series A1 (50.0%)
Stage Mix
Seed 50%Series A 50%
Concentration shown as share of disclosed investments by stage.
