TELIS GROUP CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- FORT WORTH, Texas
- CRD number
- 329167
- Registered since
- December 19, 2023
Firm profile
FINTRXOverview
Telis Group Capital Management LLC is an SEC-registered investment adviser organized as a limited liability company that operates primarily as a sponsor and manager of pooled investment vehicles. The firm’s regulatory profile and reported activity point to a fund-centric business model: acting as sponsor, general partner and managing member of private funds rather than maintaining a roster of retail advisory accounts. Telis Group Capital Management LLC does not report active ESG investing and is not listed as a multi-state adviser. Its public filings classify the firm as unclassified and indicate it is not a capital allocator in the sense of running third‑party asset allocation platforms. Investment activity centers on private real estate vehicles. The firm’s role as sponsor and GP implies active asset-level oversight—sourcing transactions, structuring deals, and managing assets within pooled vehicles—rather than offering discretionary separate-account management to retail clients. Fee structure and client segmentation for advisory accounts are not reported in the available profile.
Assets & Accounts
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
Location
FORT WORTH, TX
TARRANT
Location
FORT WORTH, TX
Headquartered in FORT WORTH, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- TARRANT
- Address
- 316 Bailey Ave
- Time zone
- CT (UTC-6)
- Office locations
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