Delphi Management Inc

Overview

Delphi Management Inc is a small, equity-focused advisory firm that has been registered with the SEC since 1983 and is owned privately. The firm manages portfolios for both individual and institutional clients and charges fees as a percentage of assets under management. Portfolio management services cover individuals, small businesses and institutions, with a clear tilt toward separately managed accounts and exchange-traded equities. Investment activity is concentrated in publicly traded stocks and ETFs, with the firm showing a preference for building mid-sized positions across roughly 79 reported names. Delphi’s public filings and custody footprint indicate a hands-on discretionary approach: the firm manages the bulk of client assets directly rather than operating primarily as a capital allocator to outside alternative fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices