Delegate Advisors, LLC
● SEC registered since 2012CRD 159953SEC# 801-72996Chapel Hill, NC
Ranks #2,358 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.71B
Fund GAV
$1.5M
Private funds
1
Employees
13
Accounts
1,331
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 $1.7 billion in regulatory assets under management and employs 13 people. Delegate Advisors, LLC manages 1 private fund with combined gross assets of $1.5 million, including Flexible Credit Fund, LP. By regulatory assets, it ranks 2,358 of 6,004 private fund managers.
Delegate Advisors, LLC private funds
1 funds · $1.5M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Flexible Credit Fund, LP | Other Private | $1.5M | $1M |
Delegate Advisors, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alpha 27, LLC | Member, Series C Unit Holder | 50-75% | 2023 |
| Andrew Dimmitt Hart Control | Member - Advisory (series C Units) | Under 5% | 2011 |
| Benjamin Dunkin Allison Control | Director Of Portfolio Management | 10-25% | 2013 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Delegate Advisors, LLC manage?
Delegate Advisors, LLC reports $1.7 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 $1.5 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
| Address | 101 Glen Lennox Drive, Suite 150, Chapel Hill, NC 27517-8834 |
| Phone | 919-932-8400 |
| Fax | 919-932-8401 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.71B▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
AUM vs fund managersTop 39%
Larger than 61% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$1.71Bregulatory AUM
Discretionary $742.3MNon-discretionary $971.6M