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POSITIVE DELTA ASSET MANAGEMENT LLC
CRD 134775 · SEC 801-69722
520 S. GRAND AVE., SUITE 1070, LOS ANGELES, CA, 90071, United States
Phone
213-388-3638
Fax
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Registration
— (—)
Source
State registered
Total AUM
$32.8M
Discretionary AUM
$32.8M
Team
4 total employees; 3 advisory reps; 74 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $30.9M |
| High net worth individuals | 7 | $1.7M |
| Pension/profit sharing plans | 1 | $127K |
All web addresses on file
Official SEC filing: View on IAPD