Delegate Advisors, LLC

Overview

Delegate Advisors is a multi-family office based in San Francisco, founded in 2010. It provides financial planning and portfolio management for individuals, small businesses and pooled vehicles, and selects other investment advisers. The firm works with high-net-worth individuals, pooled investment vehicles, insurance companies and other clients. It also provides investment advice and infrastructure to single-family offices, including operations, administration, accounting, wealth planning and reporting, and helps evaluate and establish virtual family offices. Investment interests include technology and financial services.

Services

• Financial planning
• Portfolio management for individuals and small businesses
• Portfolio management for pooled vehicles
• Investment adviser selection
• Single-family office investment advice and infrastructure
• Virtual family office evaluation and establishment

Advisory services reported on Form ADV (Item 5.G)

• Financial planning
• Portfolio management (individuals/small business)
• Portfolio management (pooled vehicles)
• Selecting other advisers

Location

See more firms in California and San Francisco.

Sources and last checked

• SEC Investment Adviser Public Disclosure, Form ADV (CRD 159953), filed 03/25/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.