Updated:
Delegate Advisors
Delegate Advisors was established in 2012 by Andrew Hart and Robert L. Borden. The firm provides wealth planning, discretionary investment management, and OCIO...
Delegate Advisors
Delegate Advisors was established in 2012 by Andrew Hart and Robert L. Borden. The firm provides wealth planning, discretionary investment management, and OCIO solutions to families, trusts, and related entities. Benjamin Thompson serves as President and Chief Investment Officer. The firm deploys capital through direct co-investments, SPVs, fund-of-funds, hedge funds, and private credit. Asset classes include private equity and private credit. Operations remain concentrated in North America. Delegate Advisors also advises its own Flexible Credit Fund, LP. The team includes professionals across offices in Chapel Hill, Austin, Charleston, and San Francisco. Benjamin Thompson previously held roles at Fiera Capital, Goldman Sachs, and J.P. Morgan. Robert L. Borden maintains board seats at Athene Holding Ltd and Apollo funds. Delegate Advisors maintains an affiliated general partner structure for its credit vehicle and separate advisory mandates. This setup allows direct oversight of pooled vehicles alongside client portfolios.
General information
Firm type
Multi Family Office
Year founded
2012
Location
Region
North America
Country
United States
City
Chapel Hill
Corporate office
101 Glen Lennox Drive, Suite 150, Chapel Hill, NC 27517, USA
Additional offices
Austin, TX, USA · Charleston, SC, USA · San Francisco, CA, USA
Principals
Benjamin Thompson
President and Chief Investment Officer
Altss tracks 2 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
Book a demoSector focus
Frequently asked questions
Who runs investment decisions at Delegate Advisors?
Benjamin Thompson serves as President and Chief Investment Officer. He joined in 2022 from Fiera Capital and previously worked at Goldman Sachs and J.P. Morgan.
Does Delegate Advisors participate in fund commitments or only direct deals?
The firm uses both approaches. It executes direct co-investments and SPVs while also committing to external funds and managing its own Flexible Credit Fund, LP.
What investment stages does Delegate Advisors typically target?
The firm focuses on private equity and private credit opportunities without a single-stage restriction. Allocations occur through funds, co-investments, and direct vehicles.
How is Delegate Advisors related to Flexible Credit Fund, LP?
Delegate Advisors acts as investment advisor to Flexible Credit Fund, LP. An affiliated entity, Flexible Credit Fund GP, LLC, serves as the general partner.
Where does the underlying wealth come from?
The firm serves high-net-worth families, trusts, and related entities. No single source family or operating company is publicly identified as the origin of the platform.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: