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Delta Capital Management operates as a privately owned investment advisory firm, registered with the US Securities and Exchange Commission. The company provides tailored financial guidance and portfolio management services. It leverages deep market expertise to construct and oversee investment strategies designed to meet the specific financial objectives of its clientele.
The firm was established in 1998 by Mr. Coughlin, Cavlov, and Hemberger. Their decision to launch Delta Capital Management stemmed from a collective insight to apply their extensive investment experience, gained from previous roles at a large, multinational investment bank, in a more client-centric advisory capacity.
Delta Capital Management primarily serves individuals, families, and institutions seeking sophisticated investment counsel. The company’s vision centers on fostering long-term relationships through diligent management and a commitment to understanding each client's unique financial needs. It aims to deliver consistent, thoughtful advice within complex financial landscapes.
Key people at Delta Capital.
Delta Capital was founded in 2010 by Greg Ye (Founder and Managing Partner) and Jason (Quansheng) Li (Founder and Managing Partner).
Delta Capital has 2 tracked investments across 2 companies. The latest tracked deal is Seed in Hengjing Porcelain Optoelectronics in February 2026.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Feb 9, 2026 | Hengjing Porcelain Optoelectronics | Seed | Delta Capital | — |
| Apr 25, 2023 | Adcentrx Therapeutics | $38.0M Series A | TAO Huang | Jeffrey Jonas, F Prime Capital, Trinity Innovation Fund |
Delta Capital was founded in 2010 by Greg Ye (Founder and Managing Partner) and Jason (Quansheng) Li (Founder and Managing Partner).
Key people at Delta Capital.