Multi-Family OfficeRIA · CRD 268825SEC-Registered

Updated:

Delphi Wealth Partners

Delphi Wealth Partners is an SEC-registered investment adviser in Grand Junction, CO. The firm manages approximately $55 million in regulatory assets.

Delphi Wealth Partners

Delphi Wealth Partners is an SEC-registered investment adviser in Grand Junction, CO. The firm manages approximately $55 million in regulatory assets. It has 2 employees and 1 investment adviser.

General information

Firm type

Multi Family Office

Year founded

2018

Location

Region

North America

Country

United States

City

Grand Junction

Corporate office

Wilmington, DE, United States

Principals

Mark Bissell

Managing Partner & Founder

Sector focus

Real EstatePrivate CreditHedge FundsPrivate EquityHealthcare Services

Frequently asked questions

Who runs investment decisions at Delphi Wealth Partners?

Mark Bissell, as founder and managing partner, leads investment decisions alongside a lean internal team. Bissell's prior advisory experience at large US banks gave him a credit and liquidity lens that permeates the firm's direct-deal underwriting. The specific investment committee structure has not been detailed publicly.

How does Delphi source its direct deals?

Delphi leverages its principal's banking network and co-investment relationships with other single-family offices to source direct private credit and real estate transactions. The firm avoids broad auction processes, preferring negotiated bilateral or small-club deals that reward relationship capital over the highest bid.

Is Delphi structured as a single family office or a multi-family office?

Delphi Wealth Partners operates as a multi-family office serving a deliberately small number of ultra-high-net-worth families. The firm's co-investment model means multiple client families often participate side by side in the same direct transaction, a structure that differs from single-family offices managing one pool of capital.

Does Delphi participate in fund commitments or only direct deals?

Delphi allocates across both direct deals and select fund commitments, with a preference for direct private credit and real estate transactions where the firm can negotiate terms directly. For hedge fund and private equity exposure, the firm uses fund structures but favors managers willing to offer co-investment rights or custom fee arrangements.

Why does Delphi Wealth Partners not publicly disclose its assets under management?

The firm's small-client-count, direct-deal model means it operates outside the reporting conventions of large registered investment advisors that market publicly available funds. Its client families have not required public asset-level disclosure, and the firm's capital-raising is relationship-driven rather than dependent on public track-record marketing.

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