DEFELICE CAPITAL MANAGEMENT LLC

DEFELICE CAPITAL MANAGEMENT LLC is an SEC-registered investment adviser (CRD 120029). Regulatory assets under management: $65.0M.

Registration

• CRD: 120029
• SEC file number: 801-118317
• Type: Registered investment adviser
• Phone: (949) 300-2810
• Latest filing: 2026-03-12
• Regulatory AUM: $65.0M
• Discretionary AUM: $65.0M
• Clients: 1
• Accounts: 46

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 120029 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search