Allocator Index · CRD 159953

DELEGATE ADVISORS, LLC

Chapel Hill, NC · 919-932-8400 · delegateadvisors.com/

SEC IAPD record ↗

Fit score

70

  • aum $250M-$3.0B+22
  • any_private_fund+22
  • hnw>=25+10
  • hnw_majority+8
  • employees 3-60+8

HNW clients

42

Other individuals

HNW assets

$1.41B

Total AUM

$1.71B

Employees

13

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
FLEXIBLE CREDIT FUND, LPOther Private Fund$1.5M