DEL MONTE GROUP, LLC
DEL MONTE GROUP LLC Legal Name
Adviser information for DEL MONTE GROUP, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 908 | $283.4M |
| Non-Discretionary | 20 | $24.2M |
| Total | 928 | $307.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 161 | $169.2M |
| HNW Individuals | 136 | $138.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPension consulting servicesEducational seminars/workshops |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Real estate broker, dealer, or agentInsurance broker or agent |
Identifiers
| SEC RIA File Number | 801-42165 |
|---|---|
| SEC ERA File Number | 801-42165 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 106669 |
| Legal Entity Identifier | None |
Principal Office
75 GOLDEN MEADOW LANEALAMO
CA
United States
MONDAY-THURSDAY, 9:00 A.M. - 5:00 P.M.
Tel: 925-736-6410, Fax: 925-263-1930
Websites
www.youtube.com/c/aplaceofpossibility
www.endlessinheritancebook.com/
www.delmontegroup.com
www.twitch.tv/delmontegroup
www.instagram.com/delmontegroup/
www.instagram.com/angelawrightdmg/
www.instagram.com/rmdelmonte/
twitter.com/delmontegroup
twitter.com/richarddelmonte
www.tiktok.com/@delmontegroup
www.linkedin.com/company/aplaceofpossibility/
www.aplaceofpossibility.com
www.facebook.com/aplaceofpossibility/
Chief Compliance Officer
ANGELA WRIGHT
COO
PMB 540
3000F DANVILLE BLVD
ALAMO
CA
United States
Tel:
9257366410
Fax:
9252631930
A*****@**********************M
(Full email address available in API data)
Regulatory Contact
ANGELA WRIGHT
COO, CCO
PMB #540
3000-F DANVILLE BLVD
ALAMO
CA
United States
Tel:
925-736-6410
Fax:
925-736-6410
A*****@**********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DEL MONTE, RICHARD, M | Individual | – | PRESIDENT / MANAGING MEMBER | 08/1992 | > 75% |
| WRIGHT, ANGELA, MARIE | Individual | – | PARTNER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER / MEMBER | 06/2008 | 10-25% |
| DELMONTE, INGRID, ANN | Individual | – | LIMITED PARTNER / MEMBER | 01/2012 | < 5% |