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DE LUCHI INVESTMENT MANAGEMENT

DE LUCHI, STEPHEN FRANK

CRD 125899 · SEC 801-69202

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$73.8M

Discretionary AUM

$73.8M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-04-07

Disciplinary history

No

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  • SEC IAPD →

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Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals7$3.7M
High net worth individuals17$70.1M

Official SEC filing: View on IAPD