SD
CFA

Steven Charles Deluca

20 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
3 advisors
Number of Clients
1 client
Average Client Portfolio
$42.5M average
Assets Under Management
$42.5M

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $10.0M2.00%
$10.0M - $15.0M1.50%
$15M+1.10%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

Radnorwood charges an annual management fee based on the limited partner's capital account balance: 2.00% up to $10 million, 1.50% between $10 million and $15 million, and 1.10% over $15 million. Fees are deducted monthly. The minimum investment is $500,000, but this may be waived. Radnorwood generally requires a minimum of $10 million to open an individually managed account, but may waive this minimum at its discretion.

Areas of Practice
Investment Management
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Advisor Information

Office location

1429 Chapin Avenue, Burlingame, CA, 94010

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Radnorwood Capital, LLC
September 2022 - Present · 3 yrs 4 mos
Previous Registrations
Roth Capital Partners, LLC Broker
October 2021 - September 2022 · 11 mos
Jadwin Partners, LLC
December 2017 - December 2020 · 3 yrs
Jadwin Partners, LLC
April 2013 - November 2017 · 4 yrs 7 mos
Fleetboston Robertson Stephens INC.Broker
September 1998 - January 2000 · 1 yr 4 mos
Bancamerica Robertson StephensBroker
October 1997 - September 1998 · 11 mos
Robertson, Stephens & Company LLCBroker
November 1995 - October 1997 · 1 yr 11 mos
Cruttenden Roth Incorporated Broker
January 1991 - August 1995 · 4 yrs 7 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.