Delphin Investments
Firm details
- Headquarters
- ,
- CRD number
- 149126
- Website
- delphininvest.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Individuals52.27%
- HNWI45.2%
- Insurance Companies2.53%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Delphin Investments operates as a small, hedge-fund style investment manager organized as an LLC. The firm combines direct equity positions with pooled vehicle management: it sponsors and serves as general partner or managing member of investment funds while also providing portfolio management across individuals, small businesses, pooled vehicles and institutional clients. Filing disclosures list Commodity Pool Operator/Commodity Trading Advisor activity, which indicates the firm may run commodity pools or use futures and derivatives as part of its strategy. The firm’s fee mix includes percentage-of-AUM, fixed fees and performance-based fees, consistent with typical hedge fund economics. Delphin also engages in investor education and publishes periodicals or newsletters, suggesting a mix of discretionary portfolio management and content-driven client outreach rather than a mass retail advisory business. It is not flagged as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
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
Asset composition
- Non-Exchange Traded Equities87%
- Exchange Traded Equities10%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
- Other1%
Owners & executives
2 of 2Guy-max Delphin
Chief Investment Officer, FounderCRD 3083371
Andre Mcdonnaugh
Founder and CEOCRD 1446177
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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