Delaware Management Business Trust (Philadelphia)

Delaware Management Business Trust provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and structured product/securitization advice/transition management. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Delaware Management Business Trust: assets under management

The assets under management (AUM) of Delaware Management Business Trust is $172.32 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 124% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $172.32 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $489.53 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Delaware Management Business Trust for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Delaware Management Business Trust

Shawn Keith Lytle has been acting as President since 1 Jun 2015. Gerald S Frey has served as the Chief Investment Officer since 1 Aug 2003 and Jude Thaddeus Driscoll is the Chief Executive Officer of Delaware Management Business Trust family office. Dominic Bernardanthony Janssens joined the executive team most recently as the Executive Vice President/Chief Operating Officer.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 26 indirect owners.

Based in Philadelphia

The principal office where Delaware Management Business Trust performs its advisory services is located at 2005 Market Street, Philadelphia, PA 19103 7098, which is also the mailing address of the firm. An additional office of the firm is in San Diego, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 215-255-2300 or by fax 215-255-2194. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at delawareinvestments.com.

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