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DELLORA INVESTMENTS LP

GREENWICH, CT · CRD 310885 · IAPD ↗ · dellora.com · 203-632-6341

$148.4MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2026 — DELLORA INVESTMENTS LP reported RAUM up 56% ($95.3M -> $148.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
January 2026 — DELLORA INVESTMENTS LP (GREENWICH, CT) is newly SEC-registered with $95.3M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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