Investment adviser · CRD 159953

DELEGATE ADVISORS, LLC

Investment adviser filing (IA)

CHAPEL HILL, NC, United States · Form ADV filed Mar 25, 2026

Regulatory AUM: $1.71B
Client accounts: 1,331
Employees: 13
Advisory professionals: 13

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	42	$1,406,608,442	82.1%
Corporations & businesses	2	$176,166,254	10.3%
Insurance companies	6	$129,611,528	7.6%
Pooled investment vehicles	1	$1,504,881	0.1%

Filing source

Form ADV 2075759 · Mar 25, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

FLEXIBLE CREDIT FUND, LPOther Private Fund · Last reported Mar 25, 2026$1.5MGross asset value

Form D fundraising filings

Flexible Credit Fund, LP

Fund administrator APEX FUND SERVICES CHARLOTTE, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP CHICAGO, Illinois, United States

Custodian NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US LLP
PCAOB 49

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

Fund details & source

Fund ID: 805-4492752963
Reported beneficial owners: 26
Minimum commitment: $1M
Form D file number: 021-216610

Form ADV 2075759 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 25, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

101 GLEN LENNOX DRIVE, SUITE 150
CHAPEL HILL, NC, 27517-8834, United States

CRD 159953

Filing source

Form ADV 2075759 · Mar 25, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.