Delegate Advisors LLC

Delegate Advisors LLC, also known as DELEGATE ADVISORS, LLC, is a Limited Liability Company with 10 staff members, 6 of whom are advisors who provide expert advice to one esteemed client. The firm holds an SEC-approved status, with a registration date of January 12, 2012.

• ANDREW DIMMITT HART

  MEMBER - ADVISORY (SERIES C UNITS) owns more than 10% but less than 25%

• JAMES ROLLIN POWERS

  CHIEF COMPLIANCE OFFICER owns less than 5%

• K WEALTH MANAGEMENT, LLC

  MEMBER, SERIES D UNITS owns more than 5% but less than 10%

• PENSCO TRUST COMPANY CUST. FBO CHARLES BERNARD MCATEE IRA

  MEMBER, SERIES D UNITS owns more than 5% but less than 10%

• PENSCO TRUST COMPANY CUST. FBO JOSEPH M FERNANDEZ IRA

  MEMBER, SERIES D UNITS owns more than 5% but less than 10%

• RAPTOR HOLDCO LLC

  MEMBER, SERIES D UNITS owns more than 10% but less than 25%

• ROBERT LEE BORDEN

  MEMBER, SENIOR INVESTMENT STRATEGIST (SERIES C UNITS) owns more than 10% but less than 25%

• CHARLES BERNARD MCATEE

  OWNER owns 75% or more

• JAMES PALLOTTA

  OWNER owns 75% or more

• JOSEPH M FERNANDEZ

  OWNER owns 75% or more

• NATIONAL FINANCIAL SERVICES LLC
  United States

• Morgan Creek Capital Management LLC
• Truebridge Capital Partners LLC
• Franklin Street Advisors Inc
• UGVP Management LLC
• Woodward Financial Advisors Inc
• Silverback Asset Management LLC
• ETON Advisors Group LLC
• Hilltop Wealth Advisors LLC
• Frazier Financial Consultants LLC
• OLD Peak Finance LLC