Delta Accumulation, LLC

Overview

Delta Accumulation, LLC is an SEC registered investment adviser based in Sausalito, CA, registered since 2017. It reports $332M in assets under management across 7 accounts, with 3 employees. It has 2 investment adviser representatives.

Reported AUM

$332M

Discretionary

100%

Accounts

7

Employees

3

Advisory reps

2

Registered since

2017

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business

Client types

• High Net Worth Individuals
• Pooled Investment Vehicles

Fee structure

Percentage of Assets and Performance-Based Fees

Executive officers 3 of 3

• Joshua Ives Piestrup Managing Partner, Head Portfolio Manager CRD 6759965
• Brock Crawford Griffin Chief Operating Officer CRD 6764269
• Patrick James Kenary Chief Compliance Officer & Head of Risk and Strategy CRD 2085617

Advisory reps 2 of 2

• Patrick James Kenary Investment Adviser Rep CRD 2085617
• Joshua Ives Piestrup Investment Adviser Rep CRD 6759965

Location

Headquarters

1505 Bridgeway Ste 106
Sausalito, CA 94965

County

Marin

Metro area

San Francisco-Oakland-Berkeley, CA

Region

West

Registrations

• SEC registered
• Registered in 1 jurisdiction
• Website: deltaaccumulation.com

Every state, with registration dates

Similar firms near Sausalito

• Aperio Group, LLCSausalito, CA$152B AUM
• Revelation Capital Management, LLCSausalito, CA$2.3B AUM
• Caldwell Sutter Capital, Inc.Sausalito, CA$606M AUM
• Vert Asset Management LLCSausalito, CA$464M AUM
• Westend Capital Management, LLC.Sausalito, CA$436M AUM