DELPHI MANAGEMENT PARTNERS VIII, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
9
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN MATEO, California
CRD number
318937

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • MATTHEW POTTER

    Chief Financial OfficerCRD 6028188

Contacts

3 of 8
  • DEEPIKA PAKIANATHAN

    Managing MemberCRD 3061645

  • DOUGLAS ROEDER

    Managing PartnerCRD 2741942

  • SARAH BRYAN

    TrusteeCRD 6028204

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

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