Telegraph Equity Partners Limited

RIASEC Registered
Total AUM
$67.1M
Discretionary
$67.1M
100% of AUM
Avg account
$931K
Accounts
72
Employees
2
Advisory reps
2

Firm details

Headquarters
Carmel, Indiana
CRD number
171068
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI91.89%
  • Individuals5.3%
  • Charitable Organizations2.81%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Telegraph Equity Partners Limited is an independent, individually owned registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm serves a client base made up of individuals and families and charges fees based on a percentage of assets under management. It does not position itself as a capital allocator or pension consultant, is not identified as an active ESG investor, and appears to operate under a single-state footprint rather than as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Public Funds/Mutual Funds 14%, Cash & Cash Equivalents 1%85%
  • Exchange Traded Equities85%
  • Public Funds/Mutual Funds14%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Louise Henderson

    President, Chief Compliance OfficerCRD 6353661

Contacts

1 of 1
  • Brian Henderson

    Investment Adviser RepresentativeCRD 6353660

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Carmel, IN

Hamilton

Location

Carmel, IN

Headquartered in Carmel, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.

Metro area
Indianapolis-Carmel-Muncie, IN
Region
Midwest
County
Hamilton
Address
10401 N Meridian St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth