DELGADO PRIVATE WEALTH MANAGEMENT LLC

Overview

Delgado Private Wealth Management LLC is an independent, privately owned registered investment adviser that positions itself as a capital allocator for individual, family and select institutional clients. The firm’s advisory services center on comprehensive financial planning and portfolio management, and its ADV lists pension consulting and selection of other advisers among its capabilities. Fee arrangements include a percentage of AUM as well as hourly and fixed-fee options, giving flexibility for different client needs. The firm does not identify as an active ESG investor and is not classified as a multi-state adviser. Investment activity is concentrated in public fund vehicles, but the firm also uses third-party alternative managers to access private markets. All reported assets are managed on a discretionary basis, which suggests Delgado typically implements model or customized portfolios on a discretionary mandate rather than operating primarily as a non-discretionary adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices