DELEGATE ADVISORS, LLC of CHAPEL HILL, NC is an SEC-registered investment adviser (CRD 159953). Regulatory assets under management: $1.7B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities, Investment cos.
| 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 | — |