Delta Accumulation LLC

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Delta Accumulation LLC
CRD #286434
SEC #801-132565
CIK #0001808389
AUM 332.1 M (2026-03-30)
Employees 3 (100% Investors, 0% Brokers)
Fees
Minimum
Phone415-480-0485
Address1505 Bridgeway
Sausalito, CA 94965
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
3502802101407002010201520212027
Fees and Compensation — Form ADV Part 2A (3/30/2026) [Brochure]
Item 5 – Fees and Compensation

A.     Fee Schedule
The fees and compensation payable to Delta Accumulation may vary among its Clients. Lower
fees for comparable services may be available from other sources. Delta Accumulation
generally charges the following fees:
       1. Management Fee:
Delta Accumulation receives an asset-based management fee in exchange for investment
advisory services. The management fee is generally between 0% and 1.0% and is typically
paid monthly in arrears (the “Management Fee”).
       2. Performance-Based Fees:
With respect to the Separately Managed Accounts, Clients may or may not pay performance-
based compensation, depending on the terms of their Agreement with Delta Accumulation.
This fee structure is only available to Clients who meet the definition of a “Qualified Client”
under Rule 205-3 of the Investors Advisers Act of 1940. To be a Qualified Client, a Client must
either: (1) demonstrate a net worth of at least $2,200,000 excluding their primary residence;
or (2) have at least $1,100,000 under management with Delta Accumulation.

                                             Part 2A of ADV: Delta Accumulation, LLC Brochure

The terms and conditions of the performance-based fee will be agreed upon with the Client
prior to entering into an Agreement. Generally, the performance-based fee will be calculated
quarterly on the last business day of the quarter. The performance-based fee will generally
be an amount between fifteen percent (15%) to thirty percent (30%) of the net new profit in
each Client account (the “Performance-Based Fee”), subject to a “high water mark” provision
under which the Firm receives a Performance-Based Fee from a Client only to the extent net
income allocated to the Client account exceeds any net losses previously allocated to it since
the last date a Performance-Based Fee was assessed (or the original date of contribution if no
Performance-Based Fee has previously been assessed).

Clients who elect to terminate their Agreement with Delta Accumulation prior to the
conclusion of a Performance-Based Fee measurement period will generally be charged a
Performance-Based Fee based on the performance of the account for the measurement
period prior to the termination date and prorated from the date on which the Performance-
Based Fee was last assessed by Delta Accumulation.
With respect to the Funds, the Firm generally receives a Performance-Based Fee equal to a
percentage of the net income allocated to each Investor for the year. This Performance-Based
Fee is also subject to a “high water mark” procedure such that the Performance-Based Fee is
taken only to the extent net income allocated to that Investor exceeds any cumulative losses
that were allocated to that Investor for earlier periods and that have not been recovered. This
Performance-Based Fee is generally 20% and is typically made at the end of each calendar
year.
Delta Accumulation may enter into customized Management Fee and Performance-Based Fee
(the “Fees”) pricing structures with Clients on a case-by-case basis. The Firm, in its sole
discretion, may reduce, or otherwise modify or waive the Fees with respect to any Client.
B.      Payment of Fees
With respect to the Separately Managed Accounts, the Management Fee will be calculated by
Delta Accumulation and will be charged monthly in arrears. If the Client makes additional
capital contributions to the account or withdraws asset from the account, the Fees will be
prorated accordingly for the month. Performance-Based Fees are determined as of the last
business day of the calendar quarter and if an account closed prior to the conclusion of a
Performance-Based Fee measurement period, the fee will generally be based on the
performance of the account for the measurement period prior to the termination date and
prorated from the date on which the Performance-Based Fee was last assessed by Delta
Accumulation.
Separately Managed Account Clients have their Fees automatically deducted from their
custodial account. The Client will provide written authorization to their custodian, permitting
the Fee to be withdrawn directly from their custodial account. Generally, an invoice will be
sent to the Client account’s custodian at the same time a copy is sent to the Client. The invoice
will include the formula used to calculate the Fees, the value of the assets under management
on which the Fees are based, and the time period covered by the Fees. A Client’s custodian will
send statements no less than quarterly showing all disbursements in the custodial account,

                                             Part 2A of ADV: Delta Accumulation, LLC Brochure

including any Fees withdrawn.
With respect to the Funds, Management Fees, Performance-Based Fees, and third-party fees
(discussed below) are deducted from Client assets. Management Fees, which are paid in
arrears, are withdrawn at the end of the month. Performance-Based Fees are generally
allocated as of the last business day of the calendar year and as of any date on which an
Investor makes a withdrawal, redemption or receives a distribution from such Investor’s
capital account or shares, as applicable.

C.     Third-Party Fees
Clients shall pay brokerage commissions, transaction fees, and other related costs and
expenses that are directly related to the investment of the Client’s assets. Such charges, fees
and commissions are exclusive of and in addition to Delta Accumulation’s Fees, and Delta
Accumulation shall not receive any portion of these commissions, fees, and costs.
Please see Item 12 of this Brochure for details regarding brokerage arrangements.
D.     Prepayment of Fees
Delta Accumulation does not require prepayment of Fees.
E.     Outside Compensation for the Sale of Securities
Neither Delta Accumulation nor its supervised persons accepts compensation for the sale of
securities or other investment products outside of its association with Delta Accumulation.
...
Account Minimums and Types of Clients — Form ADV Part 2A (3/30/2026) [Brochure]
Item 7 – Types of Clients

Delta Accumulation currently provides investment advice and management to individuals
and high net worth individuals in Separately Managed Accounts and the Funds. Delta
Accumulation may in the future provide the same or similar services to other types of clients.
With respect to Separately Managed Accounts, Delta Accumulation does not require a
minimum account size for engagement of its investment advisory services. However,
custodians may require minimum account opening amounts. For accounts opened on IB and
linked to an Advisor and Broker Clients account, for example Delta Accumulation’s “Friends
and Family Account”, the minimum required deposit is $500,000, subject to change. Half of
the investment is due upon opening the account, and the second half is due on the first
business day of March in the next calendar year. Generally, similar terms will apply to
Separately Managed Accounts, though such Separately Managed Accounts may have terms
that differ or are more favorable than those for the Funds.
With respect to the Funds, prospective Investors in the Funds must meet eligibility criteria,

                                             Part 2A of ADV: Delta Accumulation, LLC Brochure

and are subject to certain withdrawal requirements and limitations. Prospective Investors
are encouraged to thoroughly review the applicable Fund’s Constituent Documents, which
set forth all of the terms in detail. Though the Clients generally pursue the same strategy,
offering terms may differ. Terms for Separately Managed Accounts are generally similar to
the Funds but can be negotiated on a case-by-case basis and may differ from those of the
Funds. Each Investor generally must be an “accredited investor” (as defined in Regulation D
under the Securities Act of 1933, as amended), and a Qualified Client. The minimum initial
investment is $1,000,000, subject to waiver at the discretion of the Firm.
Sector Form 13F Holdings Value ($M)
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General Dynamics Corp 54.0
CBOE Holdings Inc 48.0
Cisco Systems Inc 45.7
Citigroup Inc 36.4
Costco Wholesale Corp /NEW 27.0
Colgate Palmolive Co 24.0
View All
Holdings by Sector ($M)
1400112084056028002020202220242027
Type Form D Funds Date Sold AUM
HF Delta Accumulation Fund Series LLC - Series 1 [2025-03-27] 1.8 M 43.2 M
Filed 2022-11-10 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Delta Accumulation Fund Series LLC - Series 2 [2025-03-27] 13.3 M 40.8 M
Filed 2023-03-17 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Delta Accumulation Fund Series LLC - Series 3 [2025-03-27] 15.1 M
Filed 2023-01-18 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 4 233.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 4 99.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 7 332.1
By Discretionary
Discretionary 7 332.1
Non-Discretionary 0 0.0
Total 7 332.1
By Non-United States Persons
Non-United States Persons 219.0
United States Persons 113.1
Total 7 332.1
Form D Directors Role # Filings # Firms 2011 - 2026
Cary Marr Director 115 33
Laura McGeever Director 33 12
Delta Accumulation LLC Executive Officer 8 2
Joshua Piestrup Executive Officer 8 2
EDGAR Form CIK 2011 - 2026
13F-HR [0001808389]
Firm Profile (Form ADV)
Discretionary AUM$0.2B
ServesInstitutional, Retail
Fund TypesHedge Fund
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