Form D · Investing

DELEGATE ADVISORS, LLC

Chapel Hill, X1 · CIK 0001571868

Offering snapshot reported Mar 20, 2013 · SEC filing

Reported sold
Yet to sell
Offering amount: $2.5M
Investors reported
0
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Yet to occur
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 20, 2013InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-193660

Source: Form D, filed Mar 20, 2013. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Benjamin D Allison Executive
Robert L. Borden Director, Executive
Andrew D. Hart Director, Executive
Robert Kohl Director, Executive
Paul R. Perez Executive
Christopher S. Roth Executive
Jo Ann Williams Executive

Issuer details

Industry: Investing (See others in industry)

Address:
1330 Environ Way
Chapel Hill, X1, NC 27517