# Delaware Street Capital

Delaware Street Capital is an Asset Manager based in Chicago, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Chicago, United States
- **Region:** North America
- **Address:** Chicago, IL, United States
- **Assets under management:** Undisclosed
- **Website:** delawarestreetcap.com

## Regulatory record

- **Reports private funds:** No

## About

Delaware Street Capital is an investment manager based in Chicago, Illinois. The firm pursues a fundamental, bottom-up equity strategy, constructing a relatively concentrated portfolio of publicly traded securities. The investment approach emphasizes deep due diligence and an opportunistic deployment of capital across sectors where the team identifies a dislocation between intrinsic value and market price. The firm's deployment model leans toward long-term, high-conviction bets rather than diversified passive exposure. Public record shows an appetite for small- and mid-cap equities, with a willingness to engage constructively with portfolio company management where it can support value realization. The focus remains on North American listed markets, though the strategy can extend opportunistically into special situations. Public detail on team size and total managed capital is limited. The firm does not maintain a broad public profile, and detailed organizational information — including specific headcount, formal advisory boards, or affiliated vehicles — remains outside the public domain. What is observable is a disciplined, low-footprint operation consistent with a boutique asset manager servicing a selective group of institutional and high-net-worth investors. The structural differentiator for Delaware Street Capital is its deliberate low public visibility paired with a concentrated, conviction-weighted equity portfolio.

## Questions

### What is Delaware Street Capital's investment approach?

The firm employs a concentrated, fundamental equity strategy focused on identifying undervalued companies, primarily in the small- to mid-cap segment of North America. The investment process is research-intensive and emphasizes a deep understanding of intrinsic business value. Positions are sized with conviction and held over a medium- to long-term horizon.

### Does Delaware Street Capital focus on any specific sectors?

Delaware Street Capital does not publicly restrict its mandate to a fixed set of sectors, pursuing opportunities wherever the team identifies a clear gap between price and value. The strategy is better understood as sector-agnostic with a bias toward situations where complexity, illiquidity, or market neglect create pricing inefficiency. The firm's public filings point to broad flexibility across industries.

### Is Delaware Street Capital a registered investment adviser?

Status as a registered investment adviser can be confirmed through the SEC's Investment Adviser Public Disclosure (IAPD) website, and Delaware Street Capital has historically appeared in these regulatory records as a Chicago-based entity. Registration details provide clarity on the firm's legal structure, regulatory obligations, and the types of clients it is permitted to serve.

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Last updated: 2026-08-11T02:43:31.692Z

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