Delphi Management Inc
- Regulatory AUM
- $117M
- Discretionary
- $117M
- Clients
- 26
- Avg AUM / client
- $4.5M
- Accounts
- 26
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Investments (13F portfolio — 79 positions, $83,570)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple | COM | $2,051 | 8,082 | 2.45% | 0.0% |
| 2 | Berkshire Hathaway Inc Cl B | CL B | $1,892 | 3,948 | 2.26% | 0.0% |
| 3 | National Fuel Gas Co | COM | $1,491 | 15,866 | 1.78% | 0.0% |
| 4 | Eog Resources | COM | $1,471 | 10,175 | 1.76% | 0.0% |
| 5 | Dell Technologies Inc | CL C | $1,470 | 8,959 | 1.76% | 0.0% |
| 6 | Td Synnex Corp | COM | $1,337 | 7,922 | 1.6% | 0.0% |
| 7 | Atlanta Braves Holdings Inc | SER C | $1,320 | 30,908 | 1.58% | 0.0% |
| 8 | Laboratory Corp. Of America | COM | $1,313 | 4,921 | 1.57% | 0.0% |
| 9 | Camden National Corp | COM | $1,299 | 27,375 | 1.55% | 0.0% |
| 10 | Jabil Circuit Inc. | COM | $1,297 | 4,884 | 1.55% | 0.0% |
| 11 | Chubb Limited | COM | $1,287 | 3,949 | 1.54% | 0.0% |
| 12 | Ase Technologies Corp | ADR | $1,277 | 58,888 | 1.53% | 0.0% |
| 13 | Flex Ltd | ORD | $1,274 | 19,456 | 1.52% | 0.0% |
| 14 | Ituran Location And Control Ltd. | SHS | $1,263 | 25,774 | 1.51% | 0.0% |
| 15 | Sandoz Group Ag Sponsored Ads | COM | $1,262 | 16,138 | 1.51% | 0.0% |
| 16 | Arrow Electrs Inc Com | COM | $1,244 | 8,672 | 1.49% | 0.0% |
| 17 | Azz Inc | COM | $1,241 | 9,918 | 1.49% | 0.0% |
| 18 | Renaissance Re Hldgs Com | COM | $1,237 | 4,163 | 1.48% | 0.0% |
| 19 | First Industrial Realty Trust | COM | $1,234 | 21,333 | 1.48% | 0.0% |
| 20 | Graham Holdings Ltd | CL B | $1,233 | 1,166 | 1.48% | 0.0% |
| 21 | M And T Bank Corp | COM | $1,229 | 5,945 | 1.47% | 0.0% |
| 22 | Novartis | ADR | $1,220 | 7,988 | 1.46% | 0.0% |
| 23 | Applied Matls Inc Com | COM | $1,217 | 3,561 | 1.46% | 0.0% |
| 24 | Hanover Group Insurance | COM | $1,217 | 7,020 | 1.46% | 0.0% |
| 25 | Tapestry Inc | COM | $1,197 | 8,484 | 1.43% | 0.0% |
Top 25 of 79 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 23 | $86.2M | 73.9% |
| Charitable organizations | 2 | $12.0M | 10.3% |
| Other investment advisers | 1 | $18.5M | 15.8% |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Black, Scott, Myles | Chairman/President/Chief Compliance Officer | Jan 1983 (44y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 895 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fnz Trust Company $72.7M (62% of AUM) Mar 2026
- State Street $58.7M (48% of AUM) Apr 2024
- Morgan Stanley $21.3M (18% of AUM) Mar 2026
- Bank New York Mellon $15.4M (13% of AUM) Mar 2026
- J.P. Morgan $4.8M (4% of AUM) Apr 2024
- Interactive Brokers $3.7M (3% of AUM) Apr 2024
- Vanguard $514K (0% of AUM) Apr 2024
- Pershing $29 (0% of AUM) Apr 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗