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Ddelta Real Estate Investments
Filed as DDELTA REAL ESTATE INVESTMENTS · Legal name Ddelta Real Estate Investments Inc.
Ddelta Real Estate Investments is an SEC-registered investment advisory firm in Austin, TX, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.
Quick answers
From the filingHow is Ddelta Real Estate Investments compensated?
On its Form ADV (Item 5.E, October 2026), Ddelta Real Estate Investments reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Ddelta Real Estate Investments located?
Ddelta Real Estate Investments' principal office is in Austin, TX, according to its Form ADV.
Is Ddelta Real Estate Investments registered with the SEC or a state?
Ddelta Real Estate Investments is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326662.
How much does Ddelta Real Estate Investments manage?
Ddelta Real Estate Investments reports $169,592,200 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).
How have Ddelta Real Estate Investments' assets and staff changed since 2024?
In the Form ADV data for Ddelta Real Estate Investments: Regulatory assets under management: $232,369,787 in the October 2024 data and $169,592,200 in the October 2026 data, down 27%. Total employees: 13 in October 2024 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Ddelta Real Estate Investments serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8).
Does Ddelta Real Estate Investments report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/326662
What changed in Ddelta Real Estate Investments' recent Form ADV filings?
In the April 2026 filing data: No longer lists the business name 3N Strategies, LLC. Added the business name 3N Strategies. Employees performing advisory functions went from 9 to 8. Regulatory assets under management went from $231,202,315 to $169,592,200 (-27%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 27, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$169,592,200 as of October 2026, filing dated March 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Ddelta Real Estate Investments Inc.
- Also doing business as
- 3N STRATEGIES, DDELTA REI, DELTA INVESTMENTS, INVERSIONES DELTA
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (2 years)
- Employees
- Total: 9. Performing investment advisory functions: 8.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $169,592,200 | 9 | March 27, 2026 |
| October 2025 | $231,202,315 | 11 | June 23, 2025 |
| October 2024 | $232,369,787 | 13 | March 29, 2024 |
Regulatory assets under management: $232,369,787 in the October 2024 data and $169,592,200 in the October 2026 data, down 27%.
Total employees: 13 in October 2024 and 9 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- No longer lists the business name 3N Strategies, LLC.
- Added the business name 3N Strategies.
- Employees performing advisory functions went from 9 to 8.
- Regulatory assets under management went from $231,202,315 to $169,592,200 (-27%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Ddelta Real Estate Investments (CRD 326662): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/ddelta-real-estate-investments-austin-tx-326662