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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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