# Delta Investment Management

Delta Investment Management is a Private Equity based in San Francisco, South Korea.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** San Francisco, South Korea
- **Region:** Asia
- **Address:** Seoul, South Korea
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** getretirementplanning.com
- **LinkedIn:** https://www.linkedin.com/company/delta-investment-advisors

## Regulatory record

- **CRD number:** 149596
- **SEC file number:** 801-114006
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/149596

## About

Delta Investment is an SEC-registered investment adviser in San Francisco, CA, registered since 2018. The firm manages approximately $857 million in regulatory assets. It has 25 employees and 25 investment advisers.

## Questions

### Is Delta Investment Management primarily a venture capital firm or a US retirement advisor?

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.

### Does Delta Investment Management disclose any portfolio companies or realized exits?

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.

### What investment stages does Delta Investment Management target?

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.

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Last updated: 2026-06-03T20:00:00.000Z

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