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Chief Compliance Officer & Head of Risk and Strategy · Delta Accumulation, LLC

Patrick J. Kenary

CRD 2085617 · Named on Form ADV at one SEC-registered adviser

At a glance

Delta Accumulation, LLC, an SEC-registered wealth manager based in Sausalito, CA with $332 million in regulatory assets, lists Patrick J. Kenary on its Form ADV as Chief Compliance Officer & Head of Risk and Strategy.

Firms and roles

  • Delta Accumulation, LLCChief Compliance Officer & Head of Risk and StrategyWealth manager · Sausalito, CA · $332M in regulatory assets

AtlasMembers

Patrick’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Patrick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.