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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-17-2009
- Office Locations
- 2
Office Locations
About Delphin Investments
Delphin Investments is a New York–based investment solutions and financial technology firm designing tools, platforms, and multi-asset strategies across public markets, private capital, and development finance. It serves institutional investors, asset owners, advisors, and investment professionals via MyCIOWorkbench for risk management, scenario analysis, portfolio construction, and reporting. Offerings include tactical asset allocation, U.S. small-cap equity, a rules-based Pan-Caribbean index, and structured private capital/development finance solutions for emerging and frontier markets.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The profile lists 2 reported office locations and 17 years in operation. The source data was last updated on March 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Delphin Investments record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GUY-MAX DELPHIN
Analyst, Chief Executive Officer, Chief Investment Officer, President
- CRD
- #3083371
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
ANDRE IAN MCDONNAUGH
Chief Compliance Officer, Investment Advisor, President
- CRD
- #1446177
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,434,196 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,434,196 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Delphin Investments has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.