# DELEGATE ADVISORS, LLC

DELEGATE ADVISORS, LLC of CHAPEL HILL, NC is an SEC-registered investment adviser.

## Registration

- CRD: 159953
- Type: SEC-registered investment adviser
- SEC file number: 801-72996
- Location: 101 GLEN LENNOX DRIVE, SUITE 150, CHAPEL HILL, NC, 27517-8834
- Phone: 919-932-8400
- Latest filing: 2026-03-25
- Regulatory AUM: $1.7B
- Discretionary AUM: $742.3M
- Non-discretionary AUM: $971.6M
- Clients: 13
- Accounts: 1,331

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities, Investment cos

## Officers, owners & control persons (20)

| Name | Role | Location |
| --- | --- | --- |
| Andrew Dimmitt Hart | MEMBER - ADVISORY (SERIES C UNITS); OWNER | — |
| James Rollin Powers | DIRECTOR OF INVESTMENT RESEARCH | — |
| Carolyn Ovaitt | CHIEF COMPLIANCE OFFICER | — |
| Benjamin Stephen Thompson | OWNER; PRESIDENT, CIO | — |
| Benjamin Dunkin Allison | DIRECTOR OF PORTFOLIO MANAGEMENT | — |
| WILLIAMS DEBORAH ANN | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| MINER DENNIS MICHAEL | MEMBER - MARKETING (SERIES A, SERIES B AND COMMON UNITS) | — |
| FERNANDEZ CHARLES M | OWNER | — |
| PEREZ PAUL RICHARD | CHIEF COMPLIANCE OFFICER | — |
| CHAPMAN MAX CARROLL | MEMBER - INVESTMENTS (SERIES A AND COMMON UNITS) | — |
| THOMPSON MARK STEPHEN | OWNER; PRESIDENT, CIO | — |
| CHAPMAN MAX CARROL | MEMBER - INVESTMENTS (SERIES A AND COMMON UNITS) | — |
| HART ANDREW DIMMITT | MEMBER - ADVISORY (COMMON UNITS); MEMBER - ADVISORY (SERIES C UNITS); OWNER | — |
| BORDEN ROBERT LEE | MEMBER, CHIEF INFORMATION OFFICER (SERIES A AND COMMON UNITS); MEMBER, CHIEF INVESTMENT OFFICER (SERIES C UNITS); MEMBER, SENIOR INVESTMENT STRATEGIST (SERIES C UNITS) | — |
| PALLOTTA JAMES | OWNER | — |
| MCATEE CHARLES BERNARD | OWNER | — |
| LEBLANC NORMAN FRANCIS | MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER (SERIES B AND COMMON UNITS); MEMBER, CHIEF OPERATING OFFICER (SERIES B AND COMMON UNITS) | — |
| POWERS JAMES ROLLIN | CHIEF COMPLIANCE OFFICER; DIRECTOR OF INVESTMENT RESEARCH | — |
| OVAITT CAROLYN | CHIEF COMPLIANCE OFFICER | — |
| Allison Benjamin Dunkin | DIRECTOR OF PORTFOLIO MANAGEMENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159953/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159953/similar
- Related entities: https://search.stillhousedata.com/firm/159953/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159953

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.