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DELTA ACCUMULATION, LLC

SEC Registered

Exposures for Investors with the Institutional Patience to Capture Outsized Returns in the Medium to Long-Term

SAUSALITO, CAhttps://deltaaccumulation.com415-480-0485
Assets Under Management
$100M–$500M
Employees
3
Office Locations
1 office
Total Accounts
7

About the firm

Delta Accumulation implements a long-volatility strategy with quantifiable, positive expected returns. It utilizes large-cap, single-name US equity options and is designed to perform in appreciating, dispersion, and crisis market conditions.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthPooled Vehicles

Areas of expertise

Long-volatilityEquity OptionsLarge-cap US EquitiesSingle-name OptionsHigh-net-worthFamily OfficesLong-term InvestingRisk Management

Services

A long-volatility strategy utilizing large-cap, single-name US equity options with long-term equity option positions designed to perform in appreciating, dispersion, and crisis market conditions.

Private funds / alternatives
Hedge

Who they serve

High-net-worth individuals, family offices, and other investors with the institutional patience to capture outsized returns from holding long-term equity options.

Client segmentClientsAssets managed
High Net Worth Individuals4$233M
Pension/Profit Sharing Plans4$99M

0 total clients reported on Form ADV.

Office locations

1 office in 1 state
CA
SAUSALITOHQ

Advisors at this firm

2 advisors in the directory

Regulatory & compliance

CRD number
#286434
SEC Number
801-132565
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based
Minimum: $1,000,000 (waivable)

Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DELTA ACCUMULATION, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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DELTA ACCUMULATION, LLC in SAUSALITO, CA | AdvisorFinder