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| Delegate Advisors LLC
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| |
|---|---|
| CRD # | 159953 |
| SEC # | 801-72996 |
| CIK # | 0001571868 |
| AUM | $1.0 BB (2024-03-29) |
| Employees | 13 (100% Investors, 0% Brokers) |
| Phone | 919-932-8400 |
| Address | 101 Glen Lennox Drive Chapel Hill, NC 27517-8834 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Flexible Credit Fund LP | [2015-01-21] | 29.4 | 2.1 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 31 | 817.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 2.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 35.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 6 | 118.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 59.2 |
| (n) Other | 0 | 0.0 |
| Total | 940 | 1,032.2 |
| By Discretionary | ||
| Discretionary | 223 | 252.3 |
| Non-Discretionary | 717 | 779.9 |
| Total | 940 | 1,032.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,032.2 | |
| Total | 940 | 1,032.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Andrew Hart | 6 | ||
| Robert Borden | 5 | ||
| Dunkin Allison | 3 | ||
| Paul Perez | 5 | ||
| Christopher Roth | 4 | ||
| Delegate Advisors | 1 | ||
| Flexible Credit Fund GP | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| D | [0001571868] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Levin Capital Strategies LP
✚
|
NY | 1.1 |
|
Lynx Investment Advisory LLC
✚
|
DC | 1.1 |
|
Hollow Brook Wealth Management LLC
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|
NY | 1.0 |
|
Bowie Capital Management LLC
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TX | 1.0 |
|
Ativo Capital Management LLC
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IL | 1.0 |
|
Parthenon LLC
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|
KY | 1.0 |
|
Robotti & Company Advisors LLC
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|
NY | 1.0 |
|
ARIN Risk Advisors LLC
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|
PA | 1.0 |
|
Beach Investment Counsel Inc
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|
PA | 1.0 |
|
Chi-Rho Financial LLC
✚
|
GA | 1.0 |