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| hi!! I just updated the data, let me know if anything looks off, I'll fix it! |
| Delphinus Financial Advisors LLC
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|---|---|
| CRD # | 152952 |
| SEC # | 801-129648 |
| CIK # | |
| AUM | $132.6 M (2025-02-18) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 781-780-2439 |
| Address | 56 Pratt Street Mansfield, MA 02048 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 13.2 |
| (b) Individuals (high net worth individuals) | 58 | 119.5 |
| (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 | 0 | 0.0 |
| (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 | 336 | 132.6 |
| By Discretionary | ||
| Discretionary | 336 | 132.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 336 | 132.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 132.6 | |
| Total | 336 | 132.6 |
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|---|---|---|
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Applied Capital LLC
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0.1 | |
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LTG Capital LLC
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0.1 | |
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United Value Capital LLC
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Pinafore Wealth Counsel Inc
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OH | 0.1 |
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TN | 0.1 |
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Dale Q Rice Investment Management Ltd
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WA | 0.1 |
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Hawthorn Capital Management LLC
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0.1 | |
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Lionsbridge Wealth Management LLC
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FL | 0.1 |
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Steve Lynch Wealth Management
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NM | 0.1 |