TELIS GROUP CAPITAL MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
0
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
FORT WORTH, Texas
CRD number
329167
Registered since
December 19, 2023

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth