TELEIOS CAPITAL PARTNERS LLC
Firm details
- Headquarters
- ZUG,
- CRD number
- 282532
- Registered since
- July 29, 2016
- Website
- www.teleioscapital.com
- Custodians
- THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles99.49%
- Corporations / Businesses0.51%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Teleios Capital Partners LLC is a hedge-fund–classified limited liability company that has been SEC-registered since 2016. The firm serves an institutional client base and is organized as a foreign-entity/individual ownership mix. Its regulatory and business filings identify it as operating in CPO/CTA roles and as a sponsor/GP/managing member of pooled investment vehicles. Advisory activities focus on portfolio management for pooled vehicles and for institutional or business clients. Compensation includes a percentage-of-AUM component plus performance-based fees. Teleios does not report being an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Non-Exchange Traded Equities18%
- Cash & Cash Equivalents2%
Owners & executives
3 of 3IGOR KUZNIAR
Chief Investment OfficerCRD 5715875
CECIL WHEELER
Chief Compliance OfficerCRD 6605662
CARL SPECK
Chief Operating Officer & Chief Financial OfficerCRD 6605678
Contacts
3 of 4FIRASS ABI NASSIF
Co-Founder and Managing PartnerCRD 6605677
MAX STEINEBACH
PartnerCRD 8031430
ADAM EPSTEIN
Partner, Managing MemberCRD 6605683
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ZUG, null
Location
ZUG, null
Headquartered in ZUG, null.
- Address
- Baarerstrasse
- Office locations
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