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Delegate Advisors, LLC

Delegate Advisors, LLC. CRD 159953

Delegate Advisors, LLC logo

CRD: 159953

Delegate Advisors, LLC

Chapel Hill, NC, 27517
9199328400
$1.7B Total AUM
$742.3M Disc. AUM
-- 3Y CAGR
13 Employees
51 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Apex ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
Summit signal
Established Date
01-12-2012
Office Locations
6

Office Locations

101 Glen Lennox Drive Suite 150 Chapel Hill NC
1335 Environ WAY Chapel Hill NC
-- -- --

About Delegate Advisors, LLC

Delegate Advisors is an independent, award-winning wealth advisory firm providing wealth management with estate & philanthropy planning, risk and cash management, and investment strategy/oversight, including private investments. The team works with individuals and families, including business owners and entrepreneurs, across retail and institutional relationships, and publishes investment outlook commentary.

Team overview

30 AVG AGE
$131.8M AVG AUM / ADVISOR
$33.6M AVG AUM / CLIENT
7.3 yrs AVG TENURE
13 Employees
13 Advisory Reps
0 RIA Reps
14yrs Firm Age

Insights

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Accredited Investors

North capital Vector

Asset Classes

Harbor beacon Fusion signal Ember fusion Oak Quantum Vital Summit beacon

Client Personas

Peak quantum Wave Value insight

Custodian

Harbor capital

Investment Themes

Peak Peak catalyst

Investment Vehicles

Pathway delta Prime

Services

Element Focus Glacier signal

Technology

Vital pioneer

Owner & Executives

B

Benjamin Dunkin Allison

Director Of Portfolio Management

CRD
--
Ownership
10% but less than 25%
(619) 866-6023
horizon.horizon@capitalcapital.com
in linkedin.com/in/fusion-insight
J

James Powers

DIRECTOR OF INVESTMENT RESEARCH

CRD
#6822195
Ownership
5% but less than 10%
(863) 832-9498
glacier.eagle@elementcapital.com
in linkedin.com/in/beacon-focus
C

Crest bridge

Bridge horizon

CRD
#59479
Ownership
18.4%
(312) 495-5864
element.oak@eaglecapital.com
in linkedin.com/in/optima-momentum

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Contacts

D

Dunkin Allison

Director, Portfolio Management

CRD
--
(617) 281-6445
fusion.peak@focuscapital.com
in linkedin.com/in/signal-alpha
D

Daniel Eichenberger

Senior Associate, Investments

CRD
--
(624) 797-7552
vertex.signal@matrixcapital.com
in linkedin.com/in/element-meridian
L

Legacy signal

Unison frontier

CRD
#43470
(676) 914-5374
foundation.glacier@crestcapital.com
in linkedin.com/in/prime-pathway

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-28-2022
11-03-2023
03-29-2024
03-25-2025
03-25-2026
Category Assets AVG. Account size
Discretionary $742,277,514 $1,320,778
Non-Discretionary $971,613,591 $1,263,477
Total $1,713,891,105 $1,287,672

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Separately Managed Accounts

Total SMA Asset: $1,712,386,224

$1.7B Total SMA
Private Funds:
8.2%
Public Funds:
19.9%
Equity - Exchange:
9.1%
Cash:
19.9%
Other:
12.4%
U.S. Government/Agency:
14.8%
Municipal Bonds:
11.1%
Corporate - Investment Grade:
4.6%
Asset class Assets Assets %
Private Funds $317,003,898 8.2%
Public Funds $769,314,338 19.9%
Equity - Exchange $351,797,009 9.1%
Cash $769,314,338 19.9%
Other $479,371,748 12.4%
U.S. Government/Agency $572,153,377 14.8%
Municipal Bonds $429,115,033 11.1%
Corporate - Investment Grade $177,831,455 4.6%
Total $3,865,901,196 100.0%

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