Defelice Capital Management LLC

$65MAssets under management
as of Mar 2026 · SEC Form ADV
1 person on Advicer connected to this.

Tech stack

No one at Defelice Capital Management LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Muriel Siebert & Co., Inc.
Per Form ADV · $24M held · filed Aug 2022
J.P. Morgan
Per Form ADV · $21M held · filed Aug 2022
Fidelity
Per Form ADV · $5M held · filed Aug 2022