Delta Global

Delta Global Management LP, established in May 2023, is a financial advisor firm based in New York. The firm, led by Chief Investment Officer Andrew Komery and Director of Research Alex Chacon, provides discretionary investment advisory services to institutional clients. As of December 31, 2024, Delta Global managed approximately $2.37 billion in regulatory assets under management. Clients employ an expense-based pass-through model and may pay a performance fee based on the Agreement terms. The firm's investment objective is to seek risk-adjusted returns while emphasizing capital preservation, focusing on sectors like Technology, Media, Telecommunication, Financial, and Consumer. Delta Global utilizes a fundamental, research-driven approach and a disciplined risk-driven investment process to construct a market-neutral portfolio with long/short equity positions. Clients should be prepared for speculative investment strategies with substantial risks and no guarantee of achieving investment objectives. The firm has not been subject to any material legal or disciplinary events and does not compensate placement agents for client referrals. Delta Global has discretionary authority over client investments, reviews accounts regularly, and does not exercise proxy-voting authority over client securities. The firm maintains client assets with an unaffiliated custodian and has no financial conditions impairing its ability to meet commitments. Clients can request a copy of the firm's Code of Ethics and proxy voting policies upon request.