Delegate Advisors, LLC

Delegate Advisors is an SEC-registered multi-family office and Outsourced Chief Investment Officer that serves a small number of very high-net-worth individuals, families and related entities, with written minimums (generally $50 million, and $25 million for athletes). Its services include investment management and oversight, personal and family financial planning, and family office administrative functions such as treasury management, bookkeeping, performance reporting, and estate, tax and insurance planning.

The firm operates predominantly as a non‑discretionary, manager‑of‑managers outsourced CIO, recommending and selecting third‑party investment managers and pooled investments in line with client Investment Policy Statements; its investment process combines strategic asset allocation with fundamental, technical and cyclical analysis and may include a wide array of asset types and alternative investments. Delegate Advisors conducts periodic reviews of investment options and accounts and may implement customized constraints, liquidity planning and tax considerations in consultation with clients.

Delegate Advisors also acts as the private fund adviser and investment manager to a privately offered pooled vehicle, the Flexible Credit Fund, LP, with an affiliated general partner, and may charge performance‑based fees or allocations related to that vehicle; it is deemed to have account access or custody in some arrangements (standing letters of authorization, GP roles and a client entity overseen by DMC Management, Inc.). These combined activities — a small, ultra‑high‑net‑worth client base, a predominately non‑discretionary outsourced CIO model, and direct management and sponsorship of a private pooled fund — differentiate its business model from many peers.