Delphi Management provides investment management services to institutions and high-net-worth individuals, focusing on equity securities. Delphi offers all-cap value and small/mid-cap value portfolio management on a discretionary basis. Delphi analyzes companies based on whether they are good businesses that can be purchased at a cheap price. Delphi requires clients to enter into an investment management agreement, which can be terminated by either party with written notice.
Assets Under Management$130M
Clients26
AdvisorsN/A
Avg. per Client$5.1M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range between 0.50% and 1.00% p.a. based upon client assets under management. Subadvisory fees averaged 0.40% in 2024.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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