Positive Delta Asset Management, LLC is a large advisory firm based in Los Angeles. It manages $77 million of regulatory assets for 28 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of California.
Positive Delta Asset Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Positive Delta Asset Management, LLC is $77 million. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Positive Delta Asset Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Positive Delta Asset Management, LLC performs its advisory services is located at 3250 Wilshire Boulevard, Los Angeles, CA 90010, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 213-427-8913 or by fax 866-357-4701. The normal business hours are 09:00 - 16:00 on Monday - Friday. You can find more information about the New York firm at www.positivedelta.com.