TELEGRAPH EQUITY PARTNERS LIMITED

Overview

Telegraph Equity Partners Limited is a small, equity-focused registered adviser that provides discretionary portfolio management primarily to individuals and family clients, with some work for small businesses. The firm runs concentrated, exchange-traded equity strategies as its core allocation, using separately managed accounts as the primary vehicle. Fee billing is a percentage of assets under management, and the adviser is structured and operated on a single-state basis rather than as a multi-state platform. Telegraph Equity Partners is not positioned as an active ESG investor. Their client mix — high average client and account sizes — and the concentration in exchange-traded equities indicate a tactical, equity-centric approach that emphasizes tradable, liquid holdings rather than heavy exposure to illiquid private deals. Mutual funds are used as a supplemental tool for diversification or tactical exposure, while third-party managers are engaged for real estate allocations.

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Public Holdings

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Location & Offices