TELOS NORTH

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
340036

Firm profile

FINTRX

Overview

Telos North operates as a limited liability company that primarily functions as a sponsor and general partner, managing pooled investment vehicles. The firm’s activity centers on running a small suite of private funds rather than serving retail advisory relationships. Its public filings indicate an emphasis on private equity vehicles, with fund sizes that suggest manager-led, privately placed strategies rather than large institutional flagship funds. Telos North is not flagged as an active ESG investor and does not present itself as a multi-state adviser or pension consultant. The firm’s structure and disclosures point to a manager role—sourcing, structuring and overseeing private investments—rather than providing broad-based wealth management or brokerage services to an individual client base.

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

Owners & executives

1 of 1
  • RICHARD LITTLEHALE

    CEO & FounderCRD 5571680

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
131 Dartmouth St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth