Delphin Investments

What Delphin Investments does

Delphin Investments (DI) is a privately-held, New York-based investment solutions and financial technology firm founded in December 2008 by Guy-Max Delphin. The firm operates a multi-strategy asset management business built around a proprietary technology platform called MyCIOWorkbench, which delivers portfolio construction, risk management, reporting, and scenario-analysis tools to asset owners, advisors, and investment professionals. Public-market strategies include DI Global Tactical Asset Allocation (DIGTAA, across 27 asset classes), DI U.S. Small-Cap (DISC, 80-90 stocks via three quantitative models), and the DI Pan-Caribbean Regional Index (DIPCRI, ~150 companies); the firm also offers Outsourced CIO services (asset allocation studies, manager due diligence, pension liability-driven analysis) and, since November 2023, the CapEqui private markets database covering SMEs across 46 countries in the Caribbean Basin and Central America.

The firm targets four primary customer segments — family offices, institutions, investment consultants, and wealth managers — and reaches them through direct enterprise sales supported by a curated set of strategic partnerships (JAVLIN Invest for mobile distribution, The Cayemitte Group for MWBE capital access, World Council of Credit Unions for credit-union development finance, and Embrace Partners for insurance underwriting). Revenue is generated through a mix of subscription/recurring asset management fees, professional services fees for OCIO/advisory engagements, and subscription fees for the CapEqui platform; pricing is quote-based and not publicly disclosed. The firm is founder-controlled, runs with 1-10 employees, claims a global footprint (excluding China), and maintains an office at 57 West 57th Street, Manhattan.

Name

Delphin Investments

Legal name

Delphin Investments

Website

https://delphininvest.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

1–10 employees

Short description

Delphin Investments is a New York-based, founder-controlled multi-strategy asset manager and fintech firm that combines proprietary investment strategies (DIGTAA, DISC, DIPCRI) with the MyCIOWorkbench analytics platform and the CapEqui private-markets database, serving family offices, institutions, consultants, and wealth managers.

Ownership category

akta.pro rank

Product category

Institutional Asset Management

NAICS

Portfolio Management and Investment Advice (523940), All Other Financial Investment Activities (52399)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro industry

PRIMARYFSAAAJAJ

Multi-Asset Solutions for Institutional (Pensions/Endowments/Sovereigns)

Financial & Insurance/Asset & Wealth Management/Asset Management — Multi-Asset & Balanced

SECONDARYFSAAABAM

Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs)

Financial & Insurance/Asset & Wealth Management/Private Banking & HNW/UHNW Wealth Management

SECONDARYFSAEAAAC

Portfolio Construction & Asset Allocation Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

SECONDARYBPAHAOAL

Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/M&A, Transaction & Restructuring Advisory

Keywords

• Institutional asset management
• Portfolio construction platform
• Multi-strategy asset manager
• Development finance advisory
• Investment analytics software

Headquarters

HQ city

Baldwin

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Asset Management Fees: Delphin Investments operates as a multi-strategy asset manager offering traditional and alternative investment products. Revenue is generated through management fees and performance fees from managing client assets across public and private market strategies.
2. Outsourced CIO / Advisory Services: Provides Outsourced Chief Investment Officer services including asset allocation studies, manager due diligence across asset classes (Hedge Funds, Private Equity, Oil & Gas, Real Estate, Commodities), spending policy reviews, and pension fund liability driven investment analysis.
3. CapEqui Platform Services: Private capital database platform providing standardized data, research, and screening tools to institutional investors for due diligence across emerging and frontier markets.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Delphin Investments designs and delivers investment tools, platforms, and strategies across public markets, private capital, and development finance for institutional investors. The firm combines proprietary technology (MyCIOWorkbench) with multi-strategy asset management, including global tactical asset allocation (DIGTAA), U.S. small-cap equity (DISC), Pan-Caribbean regional index (DIPCRI), and the CapEqui private markets SME database. Services also include Outsourced CIO advisory, manager due diligence, and research.

Product overview

Delphin Investments is an investment solutions and financial technology firm that operates a platform-plus-modules architecture. The core proprietary platform is MyCIOWorkbench, an investment analytics and portfolio evaluation platform providing risk management, investment reporting, and portfolio construction tools. This core platform is complemented by investment strategies including DI Global Tactical Asset Allocation (DIGTAA) and DI U.S. Small-Cap (DISC), and supplemented by the CapEqui private markets database portal for SME investment opportunities. Additional modules include development finance advisory and research services, along with Outsourced CIO services for institutional clients.

Differentiator

Problem solved

Functional benefit

Brands

• MyCIOWorkbench: Risk management, investment reporting, and portfolio construction platform delivering analytics, scenario analysis, and decision-support tools for asset owners, advisors, and investment professionals.
• CapEqui — Capital for Equity
• DIGTAA
• DISC
• DIPCRI

Products and services

• MyCIOWorkbench A proprietary investment analytics and portfolio evaluation platform providing risk management, investment reporting, portfolio construction, scenario analysis, and decision-support tools designed for asset owners, advisors, and investment professionals.
• DI Global Tactical Asset Allocation (DIGTAA) A multi-asset investment strategy that constructs portfolios from 27 primary asset classes including global equities, currencies, real assets (real estate and commodities), and fixed income, using proprietary expected return forecasts and risk management.
• DI U.S. Small-Cap (DISC) A U.S. small-cap equity strategy targeting 80-90 stocks using a style-agnostic, data-driven approach combining three quantitative stock selection models: Growth at a Reasonable Price (GARP), Dividend, and Momentum/Market Reaction.
• DI Pan-Caribbean Regional Index (DIPCRI) A customized index curating approximately 150 companies that derive significant revenue from the pan-Caribbean region, representing 0% to 25% of the Caribbean's CRF portfolio.
• CapEqui - Capital for Equity Database A global digital platform providing Development Finance Institutions, impact funds, and institutional investors direct access to verified SME opportunities across 46 countries in Emerging and Frontier Economies, Caribbean Basin, Central America, and selected SEDI/VSB segments in the United States, with standardized data, research, and screening tools.
• Outsourced CIO Services Outsourced Chief Investment Officer services for institutional clients including asset allocation studies, spending policy reviews, manager due diligence across Hedge Funds, Private Equity, Oil & Gas, Real Estate, and Commodities, and pension fund liability-driven investment analysis.
• Development Finance Advisory Investment and advisory solutions supporting economic development, impact investing, and capital deployment in emerging and frontier markets, including transaction advisory purpose-built for complex transactions in underserved markets.

Quantifiable outcome

• DIGTAA strategy covers 27 asset classes for optimized returns through forecasting and risk management
• +3 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Five partnerships are on record, tiered core, strategic and minor.

• JAVLIN InvestcoreTechnology or Integration · 6 November 2023Delphin Investments and JAVLIN Invest announced a joint partnership. JAVLIN Invest is described as the first and only mobile app to provide risk-return portfolio optimization. The partnership integrates JAVLIN's mobile optimization capabilities with Delphin's investment platform.
• Embrace PartnerscoreStrategic or Co-development Partner · 1 January 2023Embrace Partners, a national Property & Casualty wholesaler and Managing General Underwriter (MGU), engaged Delphin Investments to provide underwriting services. Delphin assists in facilitating Embrace's mission of circling dollars in diverse communities through minority-owned vendors and financial inclusion initiatives.
• The Cayemitte Group (TCG)coreStrategic or Co-development Partner · 12 February 2019TCG and Delphin Investments partnered to develop capital access funds for Minority and Women-owned Business Enterprises (MWBEs). The partnership aims to expand access to capital for underserved business communities.
• World Council of Credit Unions (WOCCU)strategicImplementation/ SI/ Consulting Partner · 1 January 2019Through partnership with transaction advisor Delphin Investments, WOCCU's HOME Program partner housing developers successfully developed customized investment strategies for Haiti home ownership and mortgage expansion initiatives.
• Stony Brook UniversityminorStrategic or Co-development Partner · 1 January 2019Guy-Max Delphin, Founder and CEO, is a Stony Brook University alumnus and serves as Trustee for Stony Brook Foundation. He donated $300,000 to establish the university's new Center of Finance, and serves on the College of Business Advisory Board.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• AQR Capital Management: Quantitative, multi-strategy asset manager offering systematic and alternative strategies across global equities, fixed income, and multi-asset mandates to institutional clients — closely comparable in quant-driven, multi-strategy orientation and institutional focus.
• Cambridge Associates: Investment advisory firm providing OCIO, manager research, and portfolio construction services to foundations, endowments, and family offices — directly comparable OCIO and institutional advisory model.
• Mercer Advisors: Outsourced CIO and investment advisory firm serving institutions and high-net-worth families with asset allocation and manager selection services — directly comparable in OCIO service model and institutional client base.
• Russell Investments: Multi-asset manager and OCIO provider serving institutional investors with multi-asset portfolios, manager research, and implementation services — comparable in OCIO, multi-asset, and institutional consultant channel focus.
• GW&K Investment Management: Boutique multi-asset manager providing active equity, fixed income, and multi-asset strategies to institutional and intermediary clients — comparable as a mid-sized multi-strategy boutique serving institutional consultants and family offices.
• WisdomTree Investments: Asset manager offering quantitative, rules-based equity and multi-asset ETF and SMA strategies globally — comparable in combining proprietary quantitative stock-selection and asset-allocation models with platform distribution.

Broad incumbents

• Rockefeller Capital Management: Private wealth and asset management firm serving ultra-high-net-worth families, foundations, and institutional clients with OCIO and multi-asset strategies — comparable family-office and institutional client base with multi-asset emphasis.
• BlackRock: Largest global asset manager offering multi-asset, alternative, and OCIO capabilities (incl. Aladdin technology platform) to institutional investors — broad incumbent with overlapping multi-asset and risk-analytics positioning.
• Wellington Management: Large private, multi-strategy investment manager offering multi-asset, equity, fixed income, and alternatives to institutional clients globally — broad incumbent with overlapping multi-strategy and institutional focus.

Emerging players

• Panagram Capital Management: Smaller multi-strategy asset manager focused on structured credit and multi-asset mandates for institutional clients — comparable in being a focused multi-strategy boutique serving institutional mandates.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/user/delphininvestments
• LinkedInlinkedin.com/company/delphin-investments/about

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Delphin Investments