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| Happy Holidays!! thanks for using AUM13F!! |
| Delegate Advisors LLC
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| CRD # | 159953 |
| SEC # | 801-72996 |
| CIK # | 0001571868 |
| AUM | $1.5 B (2025-03-25) |
| Employees | 13 (92% Investors, 0% Brokers) |
| Phone | 919-932-8400 |
| Address | 101 Glen Lennox Drive Chapel Hill, NC 27517-8834 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Flexible Credit Fund LP | [2015-01-21] | 29.4 | 1.8 |
| 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) | 33 | 1,122.0 |
| (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 | 1 | 1.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 39.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 6 | 119.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 179.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,277 | 1,462.7 |
| By Discretionary | ||
| Discretionary | 466 | 478.7 |
| Non-Discretionary | 811 | 984.0 |
| Total | 1,277 | 1,462.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,462.7 | |
| Total | 1,277 | 1,462.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Andrew Hart | 6 | ||
| Robert Borden | 5 | ||
| Dunkin Allison | 3 | ||
| Paul Perez | 5 | ||
| Christopher Roth | 4 | ||
| Flexible Credit Fund GP | 1 | ||
| Delegate Advisors | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001571868] |
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1.4 | |
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