Delegate Advisors, LLC

Delegate Advisors, LLC is a registered investment adviser specializing in multi-family office and Outsourced Chief Investment Officer services. Established in January 2012, the firm is headquartered in Chapel Hill, North Carolina. They primarily cater to high net worth individuals, families, and entities associated with their clients. Delegate Advisors offers general advisory and family office services, including investment management, tax strategy, estate planning, and more. The firm's investment team develops tailored strategies based on each client's needs and Investment Policy Statement. They provide an outsourced CIO model, offering non-discretionary investment advice based on client discussions. Delegate Advisors manages assets for the Flexible Credit Fund LP, a privately offered pooled investment vehicle. The firm has approximately $1.46 billion in Regulatory Assets Under Management as of December 31, 2024. Clients are generally charged an annual management fee based on Assets Under Advisement. Delegate Advisors may charge performance-based fees to qualified clients for access to the Flex Credit Fund. The firm does not participate in wrap fee programs and does not vote proxies for client securities. Clients are responsible for voting proxies received directly from their custodian.