DELEGATE ADVISORS, LLC
CRD #159953 SEC #801-72996 CHAPEL HILL, NC 919-932-8400
SEC Registered Private Funds
Total AUM
$1.5B
Discretionary
$478.7M
Employees
13
Clients
26
Accounts
1,277
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.5B | $478.7M | $984M | 13 | 0 |
| Mar 2024 | $1B | $252.3M | $779.9M | 13 | 0 |
| Nov 2023 | $902.4M | $160.9M | $741.5M | 12 | 2 |
| Sep 2023 | $902.4M | $160.9M | $741.5M | 12 | 2 |
| Mar 2023 | $902.4M | $160.9M | $741.5M | 12 | 2 |
| Mar 2022 | $946.7M | $177.8M | $768.9M | 11 | 3 |
| Mar 2021 | $883M | $146.6M | $736.4M | 11 | 3 |
| Jun 2020 | $811.1M | $171.1M | $640.1M | 11 | 1 |
| Mar 2020 | $811.1M | $171.1M | $640.1M | 11 | 1 |
| Mar 2019 | $794.6M | $147.4M | $647.2M | 10 | 1 |
| Mar 2018 | $1.4B | $123.7M | $1.3B | 12 | 0 |
| Jun 2017 | $1.9B | $130.4M | $1.7B | 11 | 11 |
| Apr 2017 | $1.8B | $131.7M | $1.6B | 11 | 11 |
| Mar 2017 | $1.8B | $131.7M | $1.6B | 11 | 11 |
| Apr 2016 | $1.2B | $45.8M | $1.2B | 11 | 11 |
| Feb 2016 | $1.2B | $45.8M | $1.2B | 11 | 11 |
| Nov 2015 | $1.2B | $25.4M | $1.2B | 10 | 11 |
| Jul 2015 | $1.2B | $25.4M | $1.2B | 10 | 11 |
| Apr 2015 | $1.2B | $25.4M | $1.2B | 10 | 11 |
| Jan 2015 | $1.2B | $25.4M | $1.2B | 10 | 11 |
| Apr 2014 | $862.1M | $0 | $862.1M | 10 | 11 |
| Sep 2013 | $773.2M | $0 | $773.2M | 10 | 11 |
| Feb 2013 | $773.2M | $0 | $773.2M | 10 | 11 |
| Aug 2012 | $777.5M | $0 | $777.5M | -- | 11 |
| May 2012 | $777.5M | $0 | $777.5M | -- | 11 |
DateMar 2025
Total AUM$1.5B
Discretionary$478.7M
Non-Disc.$984M
Employees13
Clients0
DateMar 2024
Total AUM$1B
Discretionary$252.3M
Non-Disc.$779.9M
Employees13
Clients0
DateNov 2023
Total AUM$902.4M
Discretionary$160.9M
Non-Disc.$741.5M
Employees12
Clients2
DateSep 2023
Total AUM$902.4M
Discretionary$160.9M
Non-Disc.$741.5M
Employees12
Clients2
DateMar 2023
Total AUM$902.4M
Discretionary$160.9M
Non-Disc.$741.5M
Employees12
Clients2
DateMar 2022
Total AUM$946.7M
Discretionary$177.8M
Non-Disc.$768.9M
Employees11
Clients3
DateMar 2021
Total AUM$883M
Discretionary$146.6M
Non-Disc.$736.4M
Employees11
Clients3
DateJun 2020
Total AUM$811.1M
Discretionary$171.1M
Non-Disc.$640.1M
Employees11
Clients1
DateMar 2020
Total AUM$811.1M
Discretionary$171.1M
Non-Disc.$640.1M
Employees11
Clients1
DateMar 2019
Total AUM$794.6M
Discretionary$147.4M
Non-Disc.$647.2M
Employees10
Clients1
DateMar 2018
Total AUM$1.4B
Discretionary$123.7M
Non-Disc.$1.3B
Employees12
Clients0
DateJun 2017
Total AUM$1.9B
Discretionary$130.4M
Non-Disc.$1.7B
Employees11
Clients11
DateApr 2017
Total AUM$1.8B
Discretionary$131.7M
Non-Disc.$1.6B
Employees11
Clients11
DateMar 2017
Total AUM$1.8B
Discretionary$131.7M
Non-Disc.$1.6B
Employees11
Clients11
DateApr 2016
Total AUM$1.2B
Discretionary$45.8M
Non-Disc.$1.2B
Employees11
Clients11
DateFeb 2016
Total AUM$1.2B
Discretionary$45.8M
Non-Disc.$1.2B
Employees11
Clients11
DateNov 2015
Total AUM$1.2B
Discretionary$25.4M
Non-Disc.$1.2B
Employees10
Clients11
DateJul 2015
Total AUM$1.2B
Discretionary$25.4M
Non-Disc.$1.2B
Employees10
Clients11
DateApr 2015
Total AUM$1.2B
Discretionary$25.4M
Non-Disc.$1.2B
Employees10
Clients11
DateJan 2015
Total AUM$1.2B
Discretionary$25.4M
Non-Disc.$1.2B
Employees10
Clients11
DateApr 2014
Total AUM$862.1M
Discretionary$0
Non-Disc.$862.1M
Employees10
Clients11
DateSep 2013
Total AUM$773.2M
Discretionary$0
Non-Disc.$773.2M
Employees10
Clients11
DateFeb 2013
Total AUM$773.2M
Discretionary$0
Non-Disc.$773.2M
Employees10
Clients11
DateAug 2012
Total AUM$777.5M
Discretionary$0
Non-Disc.$777.5M
Employees--
Clients11
DateMay 2012
Total AUM$777.5M
Discretionary$0
Non-Disc.$777.5M
Employees--
Clients11