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DELTA CAPITAL PARTNERS MANAGEMENT LLC

CHICAGO, IL · CRD 305545 · IAPD ↗ · 312-414-0859

$90.1MRegulatory AUM
5Advisory reps
8Employees
0Clients
n/aPlanning clients
3Private funds
1States
2Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
March 2026 — DELTA CAPITAL PARTNERS MANAGEMENT LLC (CHICAGO, IL) left the SEC roster (was $90.1M RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
30
April 2025 — DELTA CAPITAL PARTNERS MANAGEMENT LLC reported RAUM down 36% ($140.5M -> $90.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
July 2024 — DELTA CAPITAL PARTNERS MANAGEMENT LLC reported RAUM up 65% ($85.0M -> $140.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
27
May 2024 — DELTA CAPITAL PARTNERS MANAGEMENT LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
35
May 2024 — DELTA CAPITAL PARTNERS MANAGEMENT LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
April 2024 — DELTA CAPITAL PARTNERS MANAGEMENT LLC reported RAUM down 30% ($120.9M -> $85.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.