LP Profile

Delegate Advisors

Also known as Delegate

Wealth ManagerChapel Hill, United States
$1.0B
Assets Under Management
Chapel Hill
Headquarters
Investment Focus

About Delegate Advisors

Delegate Advisors provides institutional quality, independent and objective investment and advisory solutions tailored to meet the unique needs of select individuals, families and institutions.

Preferred Investment Types

Venture CapitalVenture Capital - Early StagePrivate EquityJoint Venture/PartnerInvestment FundsEquity FinancingHedge Fund

Preferred Sectors & Themes

Travel Accommodations & TourismWealth & Estate PlanningTrust ManagementStartups & ManagementRetirement PlanningLegal & Tax ServicesInvestment ManagementHedge FundsETFsEquity/Mutual FundsDebt ManagementConcierge Services High-Level SectorsTourism & HospitalityFinanceFinancial ServicesAlternative InvestmentsTraditional Investments (Liquid Assets)

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Delegate Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.7B
Total Clients
1,331
Filing Date
March 25, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Delegate Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Delegate Advisors?

Delegate Advisors is a wealth manager based in Chapel Hill, United States, managing approximately $1.0B in assets.

Where is Delegate Advisors headquartered?

Delegate Advisors is headquartered in Chapel Hill, United States.

How much does Delegate Advisors manage?

Delegate Advisors manages approximately $1.0B in assets under management.

What does Delegate Advisors invest in?

Delegate Advisors focuses on Venture Capital, Venture Capital - Early Stage, Private Equity, Joint Venture/Partner, Investment Funds, Equity Financing, Hedge Fund, Travel Accommodations & Tourism.

How can I contact Delegate Advisors?

Verified contact details, key decision-makers, and investment preferences for Delegate Advisors are available on LPbacked. Create a free account to access them.