Delegate Advisors
Delegate Advisors is a multi-family office headquartered in Chapel Hill. Founded in 2012, the firm provides comprehensive wealth planning, discretionary and advisory investment management, and outsourced chief investment officer solutions for high-net-worth...

Delegate Advisors
Delegate Advisors is a multi-family office headquartered in Chapel Hill. Founded in 2012, the firm provides comprehensive wealth planning, discretionary and advisory investment management, and outsourced chief investment officer solutions for high-net-worth families, trusts, and related entities. Delegate blends institutional research with private market access and strategic planning to streamline clients’ financial complexity, preserve capital, and support multigenerational objectives.
General information
Firm type
Multi Family Office
Year founded
2012
AUM
—
Location
Region
North America
Country
—
City
Chapel Hill
Corporate office
27517, Chapel Hill, NC, US, 1215 Environ Way
Frequently asked questions
What is Delegate Advisors?
Delegate Advisors is a multi family office headquartered in Chapel Hill.
When was Delegate Advisors founded?
Delegate Advisors was founded in 2012.
Where is Delegate Advisors headquartered?
Delegate Advisors is headquartered in Chapel Hill, in the North America region.
How many professionals work at Delegate Advisors?
Altss tracks approximately 15 professionals associated with Delegate Advisors.
What does Altss track for Delegate Advisors?
Altss maintains an OSINT-verified profile of Delegate Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Delegate Advisors's website?
Delegate Advisors's public website is delegateadvisors.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Delegate Advisors?
Delegate Advisors is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Delegate Advisors?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Delegate Advisors?
Delegate Advisors's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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