{"@context":{"@vocab":"https://schema.org/"},"@type":"FinancialService","@id":"https://api.ai-analytics.org/adviser/159953#adviser","name":"DELEGATE ADVISORS, LLC","alternateName":"DELEGATE ADVISORS, LLC","identifier":[{"@type":"PropertyValue","propertyID":"CRD number","value":"159953"},{"@type":"PropertyValue","propertyID":"SEC file number","value":"801-72996"}],"address":{"@type":"PostalAddress","addressLocality":"CHAPEL HILL","addressRegion":"NC","postalCode":"27517-8834","addressCountry":"United States"},"url":"HTTP://DELEGATEADVISORS.COM/","description":"DELEGATE ADVISORS, LLC is a Registered Investment Adviser based in CHAPEL HILL, NC. Reports $1,713,891,105 in regulatory assets under management. No Form ADV Item 11 disciplinary disclosures reported.","additionalProperty":[{"@type":"PropertyValue","propertyID":"Adviser type","value":"Registered Investment Adviser"},{"@type":"PropertyValue","propertyID":"SEC status","value":"Approved"},{"@type":"PropertyValue","propertyID":"Regulatory AUM (USD)","value":1713891105},{"@type":"PropertyValue","propertyID":"Number of accounts","value":1331},{"@type":"PropertyValue","propertyID":"Employees","value":13},{"@type":"PropertyValue","propertyID":"Private funds managed","value":1},{"@type":"PropertyValue","propertyID":"Custody via related person","value":"Yes"}],"sameAs":["https://adviserinfo.sec.gov/firm/summary/159953","https://reports.adviserinfo.sec.gov/reports/ADV/159953/PDF/159953.pdf"],"isAccessibleForFree":true,"license":"https://creativecommons.org/publicdomain/zero/1.0/","_source":{"data_provider":"AI Analytics","data_provider_url":"https://api.ai-analytics.org","license":"https://creativecommons.org/publicdomain/zero/1.0/","primary_source":"https://adviserinfo.sec.gov/","primary_source_dataset":"https://www.sec.gov/data-research/sec-markets-data/information-about-registered-investment-advisers-exempt-reporting-advisers","generated_at":"2026-06-27T10:00:03.685Z"}}