SourcingSourcing

DDELTA REAL ESTATE INVESTMENTS INC.

B58
CRD 326662·SEC 801-129133·AUSTIN, TX
AUM
$169.6M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$509K
@ 30% margin
Est. Deal Value
$4.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DDELTA REAL ESTATE INVESTMENTS INC.
CRD
326662
SEC file #
801-129133
EIN
—
DBA names
Ddelta Real Estate Investments

Economics

AUM
$169.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$231.2M → $169.6M▼ -27%
Client mix
Pooled Investment Vehicles8

Operations

Employees (total)
9
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'25'26
9 advisors → 8 advisors▼ -11%
Primary office
AUSTIN TX
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
3nstrategies.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EL RINCON USA, SA DE CV
Top Owner Pct
87.5
Top Owner Entity Kind
FE
Owner Count
6
Control Persons
EL RINCON USA, SA DE CV
CORREA, SANTIAGO, PINSON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
3NSTRATEGIES.COM
Rdap Domain Creation Date
2021-04-01T00:41:50Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Pershing12
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-01T00:41:50Z
Rdap Domain Last Changed
2026-04-01T10:55:39Z
Rdap Nameservers
Pdns03.domaincontrol.comPdns04.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (6)

6
CORREA, SANTIAGO, PINSON
Executive Officer · 2.5%
7746941
FLORES, MARCELA, ALEJANDRA AGUILAR
Executive Officer · 2.5%
7747275
OSUNA, GERARDO, GUTIERREZ
Executive Officer · 2.5%
7765938
SANTOS, FEDERICO, GARZA
Executive Officer · 2.5%
7746939
JOYCE MARIE LAPRETA
Executive Officer · 2.5%
1567415
Melvin Guillermo Chinchilla Ayestas
IAR
7827008