TELEO CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2021
Total AUM
$894M
Discretionary
$894M
100% of AUM
Avg account
$112M
Accounts
8
Employees
26
Advisory reps
3

Firm details

Headquarters
BOISE, Idaho
CRD number
307203
Registered since
July 23, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Teleo Capital Management LLC is a privately held investment manager formed as a limited liability company and registered with the SEC in 2021. It operates as a private equity sponsor and adviser to pooled investment vehicles, serving mainly institutional clients. The firm acts in sponsor, general partner and managing member roles for its funds and combines direct fund management with allocations to external managers. Investment activity centers on privately negotiated and pooled private market strategies. Teleo runs multiple private equity vehicles and also allocates to private credit strategies; its fee model combines a percentage-of-AUM charge with performance-based fees, which aligns its economics with fund-level outcomes. The firm is not identified as an active ESG investor in its filings.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • GEORGE KASE

    Managing PartnerCRD 2799112

  • ANDRES MARTINEZ

    Managing PartnerCRD 7216743

  • ROBB WARWICK

    Managing PartnerCRD 7216745

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOISE, ID

ADA

Location

BOISE, ID

Headquartered in BOISE, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.

Metro area
Boise City-Mountain Home-Ontario, ID-OR
Region
West
County
ADA
Address
1100 W Idaho St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth