Delphin Investments manages investments for various clients, including private funds, endowments, retirement plans, and sophisticated individual investors. Delphin uses strategies like Global Tactical Asset Allocation and U.S. Small-Cap Stock investing. Delphin also offers an Outsourced Chief Investment Officer service to institutions. The firm's investment process includes investment policy review, asset allocation, cost-effective implementation, and portfolio monitoring.
Assets Under Management$4.1M
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$2.1M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Delphin Investments offers investment management services on a separate account basis. The fees vary depending on the investment strategy and the amount invested.
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Global Tactical Asset Allocation:
- 2.00% on the first $5 million
- 0.75% on the next $20 million
- 0.60% on the next $25 million
- 0.50% on assets greater than $100 million
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U.S. Small-Cap Stock:
- 0.75% on the first $25 million
- 0.60% on the next $25 million
- 0.50% on assets greater than $50 million
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Pan-Caribbean Regional Index:
- 2.00% on the first $5 million
- 0.75% on the next $20 million
- 0.60% on the next $25 million
- 0.50% on assets greater than $100 million
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Outsourced CIO Service:
- 1.00% on the first $5 million
- 0.75% on the next $20 million
- 0.60% on the next $75 million
- 0.50% on the next $150 million
- 0.40% on the next $250 million
- 0.30% on the next $500 million
- 0.10% on assets greater than $1 billion
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