# LIPE & DALTON,INC.

LIPE & DALTON,INC. of SYRACUSE, NY is an SEC-registered investment adviser.

## Registration

- CRD: 132737
- Type: SEC-registered investment adviser
- SEC file number: 801-66472
- Location: 103 E. WATER STREET, SUITE 305, SYRACUSE, NY, 13202
- Phone: 315-428-8585
- Latest filing: 2026-02-11
- Regulatory AUM: $779.9M
- Discretionary AUM: $779.9M
- Clients: 2
- Accounts: 382

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Willard Charles Lipe | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | — |
| Patrick Dalton | PRESIDENT | Syracuse, NY |
| LIPE WILLARD CHARLES | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | — |
| DALTON PATRICK | CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/132737/brochure
- Similar advisers: https://search.stillhousedata.com/firm/132737/similar
- Related entities: https://search.stillhousedata.com/firm/132737/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/132737

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.