Delta Investment Management

Public records create a split picture. The firm is registered as a US investment advisor (Delta Investment Management, LLC) and markets retirement planning, 401(k) rollovers, and insurance to US households through URA Group AZ. Altss research records also classify the entity as a private equity firm based in Seoul targeting venture and early-stage strategies. The firm's own website contains no mention of venture capital or private equity activities, leaving the relationship between the advisory and private equity functions unverified.

No. No named portfolio companies, co-investors, or exit events are publicly available in English-language sources. The firm's website shows no investment-track-record page, and institutional databases carry no deal history tied to the Delta Investment Management name, making it impossible to independently verify whether the tagged private equity strategy has been deployed.

URA Group AZ is the consumer-facing brand under which Delta Investment Management, LLC provides advisory services. The website footer explicitly states: 'Investment Advisory Services Provided by Delta Investment Management. LLC – A Registered Investment Advisory.' URA Group AZ operates the proprietary CORE retirement planning process and lists no principals or advisors by name on its site.

Altss research tags Delta Investment Management's strategy as covering Early Stage, Seed, Start-up, and Venture (General). Without named deals, fund vehicles, or a public track record, the operational reality of those stage tags cannot be confirmed from external sources.

Neither AUM nor a professional headcount has been made public by the firm. The firm's US Form ADV — which would normally disclose regulatory AUM for a registered investment advisor — is not linked or referenced on any of its consumer-facing properties, and no institutional data provider carries an independently sourced AUM figure.