Del-Sette Capital Management is an investment advisor in Schenectady with $129.75 mm assets under management.
Company profile
Website
Employees
SEC CIK
IRS number
453456856
SEC advisor number
801-79849
FINRA CRD number
159052
AUM ?
$129.75 mm
(as of 30 May 23)
Accounts
692
(as of 30 May 23)
Employees
3
(2 investment advisory or research)
Office hours
Monday - Friday, 9:00 AM - 5:00 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Del-sette, III, Hermes, William | Managing Member/chief Compliance Officer | 11/2011 | > 75% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 Aug 24
13F-HR
Quarterly holdings report by institutional manager
3 May 24
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
30 Oct 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22