# Delegate Advisors

Delegate Advisors is a Multi Family Office based in Chapel Hill, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Chapel Hill, United States
- **Region:** North America
- **Address:** 101 Glen Lennox Drive, Suite 150, Chapel Hill, NC 27517, USA
- **Founded:** 2012
- **Assets under management:** 1463 (Altss estimate)
- **Website:** delegateadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/delegate-advisors

## Regulatory record

- **CRD number:** 159953
- **SEC file number:** 801-72996
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-25T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/159953

## About

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.

## Sectors

- Private Credit
- Private Equity
- Hedge Funds

## Offices

- Austin, TX, USA
- Charleston, SC, USA
- San Francisco, CA, USA

## People

- Benjamin Thompson — President and Chief Investment Officer

## 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.

## Related profiles

- [Class VI Family Office](https://altss.com/profile/class-vi-family-office)
- [Bitterroot Capital Advisors](https://altss.com/profile/bitterroot-capital-advisors-llc)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/delegate-advisors

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