DELPHI MANAGEMENT PARTNERS VIII, LLC
Firm details
- Headquarters
- SAN MATEO, California
- CRD number
- 318937
Firm profile
FINTRXOverview
Delphi Management Partners VIII, LLC is a small, privately held investment manager that operates as a sponsor and general partner of pooled investment vehicles. The firm’s public reporting shows a concentrated public-equity approach: only a handful of stock positions, each representing sizable dollar exposure. Alongside those public positions, the firm advises private venture capital vehicles, indicating a two-pronged allocation profile that blends concentrated liquid equity stakes with early-stage private investments. Filings identify the manager as not being an active ESG investor and not operating as a multi-state registered adviser. Investment behavior implied by the filings points to high-conviction equity bets rather than broad, diversified index-style allocations. The manager’s role as sponsor and managing member of pooled vehicles suggests it sources, structures and oversees private fund investments in addition to taking direct public-equity positions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1MATTHEW POTTER
Chief Financial OfficerCRD 6028188
Contacts
3 of 8DEEPIKA PAKIANATHAN
Managing MemberCRD 3061645
DOUGLAS ROEDER
Managing PartnerCRD 2741942
SARAH BRYAN
TrusteeCRD 6028204
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN MATEO, CA
SAN MATEO
Location
SAN MATEO, CA
Headquartered in SAN MATEO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 63 Bovet Rd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
25V MANAGEMENT, LLC
Exempt Reporting AdvisorSAN MATEO, CA
DFJ GROWTH
Exempt Reporting AdvisorSAN MATEO, CA
DNX VENTURES
Exempt Reporting AdvisorSAN MATEO, CA
HIGHLAND CREEK PARTNERS MANAGEMENT, LP
Exempt Reporting AdvisorSAN MATEO, CA
UNION LABS
Exempt Reporting AdvisorSAN MATEO, CA
MOMENT VENTURES, LLC
Exempt Reporting AdvisorSAN MATEO, CA