DELPHI PRIVATE ADVISORS, LLC
Legal name: DELPHI PRIVATE ADVISORS
CRD #151135 SEC #801-70708 SAN DIEGO, CA 858-222-8050
SEC Registered
Total AUM
$860.2M
Discretionary
$860.2M
Employees
10
Clients
26
Accounts
759
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2019 | $860.2M | $860.2M | $0 | 10 | 0 |
| Oct 2018 | $948.9M | $948.9M | $0 | 9 | 0 |
| Mar 2018 | $948.9M | $948.9M | $0 | 9 | 0 |
| Sep 2017 | $746M | $746M | $0 | 8 | 200 |
| Mar 2017 | $746M | $746M | $0 | 8 | 200 |
| Jan 2017 | $746M | $746M | $0 | 8 | 200 |
| Mar 2016 | $541.5M | $541.5M | $0 | 9 | 200 |
| Nov 2015 | $419.1M | $419.1M | $0 | 9 | 200 |
| Jul 2015 | $419.1M | $419.1M | $0 | 9 | 200 |
| Mar 2015 | $419.1M | $419.1M | $0 | 9 | 200 |
| Dec 2014 | $384.6M | $384.6M | $0 | 8 | 100 |
| Mar 2014 | $384.6M | $384.6M | $0 | 8 | 100 |
| Aug 2013 | $318.5M | $318.5M | $0 | 7 | 112 |
| Apr 2013 | $255.6M | $255.6M | $0 | 7 | 105 |
| Sep 2012 | $192.6M | $192.6M | $0 | 6 | 26 |
| Jun 2012 | $192.6M | $192.6M | $0 | 6 | 26 |
| Apr 2012 | $192.6M | $192.6M | $0 | 6 | 26 |
| Mar 2012 | $163.5M | $163.5M | $0 | 6 | 26 |
| Mar 2012 | $163.5M | $163.5M | $0 | 6 | 26 |
| Mar 2011 | $130.4M | $130.4M | $0 | 10 | -- |
| Oct 2010 | $103.2M | $103.2M | $0 | 5 | -- |
| Aug 2010 | $53.7M | $53.7M | $0 | 5 | -- |
| Oct 2009 | $0 | $0 | $0 | 5 | -- |
DateFeb 2019
Total AUM$860.2M
Discretionary$860.2M
Non-Disc.$0
Employees10
Clients0
DateOct 2018
Total AUM$948.9M
Discretionary$948.9M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$948.9M
Discretionary$948.9M
Non-Disc.$0
Employees9
Clients0
DateSep 2017
Total AUM$746M
Discretionary$746M
Non-Disc.$0
Employees8
Clients200
DateMar 2017
Total AUM$746M
Discretionary$746M
Non-Disc.$0
Employees8
Clients200
DateJan 2017
Total AUM$746M
Discretionary$746M
Non-Disc.$0
Employees8
Clients200
DateMar 2016
Total AUM$541.5M
Discretionary$541.5M
Non-Disc.$0
Employees9
Clients200
DateNov 2015
Total AUM$419.1M
Discretionary$419.1M
Non-Disc.$0
Employees9
Clients200
DateJul 2015
Total AUM$419.1M
Discretionary$419.1M
Non-Disc.$0
Employees9
Clients200
DateMar 2015
Total AUM$419.1M
Discretionary$419.1M
Non-Disc.$0
Employees9
Clients200
DateDec 2014
Total AUM$384.6M
Discretionary$384.6M
Non-Disc.$0
Employees8
Clients100
DateMar 2014
Total AUM$384.6M
Discretionary$384.6M
Non-Disc.$0
Employees8
Clients100
DateAug 2013
Total AUM$318.5M
Discretionary$318.5M
Non-Disc.$0
Employees7
Clients112
DateApr 2013
Total AUM$255.6M
Discretionary$255.6M
Non-Disc.$0
Employees7
Clients105
DateSep 2012
Total AUM$192.6M
Discretionary$192.6M
Non-Disc.$0
Employees6
Clients26
DateJun 2012
Total AUM$192.6M
Discretionary$192.6M
Non-Disc.$0
Employees6
Clients26
DateApr 2012
Total AUM$192.6M
Discretionary$192.6M
Non-Disc.$0
Employees6
Clients26
DateMar 2012
Total AUM$163.5M
Discretionary$163.5M
Non-Disc.$0
Employees6
Clients26
DateMar 2012
Total AUM$163.5M
Discretionary$163.5M
Non-Disc.$0
Employees6
Clients26
DateMar 2011
Total AUM$130.4M
Discretionary$130.4M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$103.2M
Discretionary$103.2M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$53.7M
Discretionary$53.7M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--