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Delegate Advisors, LLC

● SEC registered since 2012CRD 159953SEC# 801-72996Chapel Hill, NC
Export (members)
Ranks #2,227 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$1.46B
Fund GAV
$1.8M
Private funds
1
Employees
13
Accounts
1,277
Location
Chapel Hill, NC

Delegate Advisors, LLC assets under management

Delegate Advisors, LLC is an investment advisory firm registered with the SEC based in Chapel Hill, NC. The firm has been registered since 2012. It reports $1.5 billion in regulatory assets under management and employs 13 people. Delegate Advisors, LLC manages 1 private fund with combined gross assets of $1.8 million, including Flexible Credit Fund, LP. By regulatory assets, it ranks 2,227 of 5,911 private fund managers.

Delegate Advisors, LLC private funds

1 funds · $1.8M GAV
FundTypeGross assetsMin.
Flexible Credit Fund, LPOther Private$1.8M$1M

Delegate Advisors, LLC owners & executives

9 reported
NameTitleOwnershipSince
Alpha 27, LLCMember, Series C Unit Holder50-75%2023
Andrew Dimmitt Hart ControlMember - Advisory (series C Units)Under 5%2011
Benjamin Dunkin Allison ControlDirector Of Portfolio Management10-25%2013
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Frequently asked questions

How much does Delegate Advisors, LLC manage?

Delegate Advisors, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.

How many private funds does Delegate Advisors, LLC manage?

Delegate Advisors, LLC manages 1 private funds with combined gross assets of $1.8 million.

How many employees does Delegate Advisors, LLC have?

Delegate Advisors, LLC reports 13 employees.

Where is Delegate Advisors, LLC located?

Delegate Advisors, LLC is based in Chapel Hill, NC and has been SEC-registered since 2012.

Does Delegate Advisors, LLC disclose fund performance?

Delegate Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address101 Glen Lennox Drive, Suite 150, Chapel Hill, NC 27517-8834
Phone919-932-8400
Fax919-932-8401
Office hours9 a.m. - 5 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$478.7M
Non-discretionary$984M
Total (RAUM)$1.46B

Service providers