Teleios Capital Partners LLC

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Teleios Capital Partners LLC
CRD #282532
SEC #801-108167
CIK #0001690451
AUM 820.0 M (2026-04-30)
Employees 8 (50% Investors, 0% Brokers)
Fees
Minimum
Phone41415065656
AddressBaarerstrasse
Zug, Switzerland
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
1400112084056028002010201520212027
Fees and Compensation — Form ADV Part 2A (3/31/2026) [Brochure]
Item 5. Fees and Compensation

The Adviser or the General Partner is paid an asset-based fee in an amount ranging from 0% to 1.75% per
annum of the net assets of the respective client account (calculated in accordance with the governing
documents of the relevant account).

The Master Fund pays the Adviser or the General Partner a quarterly asset-based charge and payment
(the “Asset-Based Charge and Payment”) in advance based on the net asset value of the respective Fund
as of the beginning of each calendar quarter. The Asset-Based Charge and Payment is prorated for any
period that is less than a full quarter.

The Adviser or the General Partner (or an affiliate of the Adviser) is entitled to be paid annual performance-
based compensation, which is compensation that is based on a share of net capital appreciation of the
assets of a client. This performance-based compensation ranges from 0% to 25% and is subject to a loss
carryforward and/or a hurdle amount.

A Fund may waive, reduce or enter into alternative fee arrangements with investors in a Fund who are
principals, employees or affiliates of the Adviser or General Partner, relatives of such persons and for
certain large or strategic investors.

If applicable, any fees or compensation received by the Adviser from the Accounts will be separately
negotiated and includes an asset-based fee (which may be a fixed amount agreed upon with the Account)
and performance-based compensation.

With respect to the Funds, the Asset-Based Charge and Payment is paid pursuant to instructions made by
the Master Fund’s administrator to deduct it from the Master Fund’s bank account. The performance-based
compensation paid to the General Partners is either structured as a re-allocation of profits or paid pursuant
to instructions made by the Feeder Funds’ administrator to deduct it from the Feeder Funds’ bank accounts.
If applicable, the Adviser sends an invoice for the asset-based fee and performance-based compensation
with respect to the Accounts, based on information provided by the Accounts’ third-party administrators.

In addition to paying the asset-based fee and performance-based compensation, certain client accounts
are also subject to other expenses such as legal, accounting (including third-party accounting services),
audit, third-party valuation specialists fees and expenses, other professional fees and expenses, including
expenses relating to consultants (including tax consultants), attorneys, brokers and other agents and
advisors who provide research, advice or due diligence services with regard to investments, and/or fees
and expenses to or for one or more portfolio companies, including fees for directors of portfolio companies
unaffiliated with the Investment Manager and support services to portfolio companies or prospective
portfolio companies, organizational expenses, all other research expenses, fees and expenses related to
activist and event-driven investment activities, including shareholder and management communications,
soliciting proxies, tender offer expenses, proxy advisory consultants, hosting shareholder forums, fees and
expenses of public relations consultants, participation in restructurings and activist-related litigation (either
as plaintiff or defendant), all investment-related costs and expenses (i.e., expenses that, in the Adviser’s
sole discretion, are related to the investment of the client assets, whether or not such investments are
consummated), such as commissions, custodial fees, costs and expenses of any FX hedging services or
sales or placement agents acting on behalf of the client to assist with the purchase or sale of any client
assets, bank service fees, insurance costs (including D&O and E&O insurance for the Adviser), fees and
expenses of a third-party administrator, fees and expenses of the Board of Directors of the Funds,
compliance expenses of the clients, including expenses associated with any regulatory filings attributable
to the assets of the clients (e.g., Form PF) and fees and expenses of AML/sanctions compliance officers,
and other expenses related to the purchase, sale, preservation or transmittal of client assets.

If applicable, the Accounts will be subject to different fees and expenses, which will be set forth in the
investment management agreements entered into between the Accounts and the Adviser.

The allocation of expenses by the Adviser between it and any client and among clients represents a conflict
of interest for the Adviser. The Adviser has adopted an expense allocation policy that is designed to
address this conflict. The Adviser allocates expenses to each client in accordance with the client’s
arrangements with the Adviser (including applicable client disclosures). The Adviser seeks to allocate
shared expenses for products and services benefitting the Adviser and the client and not covered in the
client’s arrangements in a fair and reasonable manner. The Adviser may allocate common client expenses
among multiple clients pro rata based on net assets under management as of the beginning of the month
in which the expenses are incurred. The Adviser may deviate from this standard allocation method if it
determines that an expense disproportionately benefits a particular client or group of clients.

Pre-paid fees charged to the Adviser’s clients will be refunded based on the number of days remaining in
the quarter if a withdrawal or redemption (as applicable) is made before the end of a quarter.

More detailed information about the fees and expenses paid by client accounts may be found in the
governing documents of each client account.

As noted in Item 8, in connection with the Adviser’s strategy with respect to a particular target company,
certain personnel of the Adviser may from time to time take a seat on the company’s board of directors. In
the event that the Adviser or its affiliates (or their respective principals, members or employees) receive
...
Account Minimums and Types of Clients — Form ADV Part 2A (3/31/2026) [Brochure]
Item 7. Types of Clients

The Adviser’s clients consist of the Funds and the SMA; however, the Adviser may in the future serve as
investment manager to other client accounts.

With respect to the Funds and the SMA, any initial and additional subscription minimums are disclosed in
the offering memorandum for the Fund. With respect to the Accounts, the Adviser does not have any
standard requirements for opening or maintaining a separately managed account and may, in its discretion,
require a different investment minimum for any account.
Sector Form 13F Holdings Value ($M)
Quanex Building Products Corp 65.7
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
1209672482402024202420252026
Type Form D Funds Date Sold AUM
HF BLW 2017-03-30 184.3 M
HF 2B LLC 2016-02-29 36.7 M
HF Teleios Global Opportunities Fund Ltd [2016-02-29] 616.7 M 696.1 M
Filed 2025-12-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Teleios Global Opportunities LP [2016-02-29] 1.0 M 65.6 M
Offered $1,000,080 · Filed 2016-01-14 (D) · Exemption 506(b) · Minimum $20,000 · Duration One year or less · Revenue Decline to Disclose
HF Teleios Global Opportunities Master Fund Ltd 2016-02-29 815.8 M
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 3 815.8
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1 4.2
(n) Other 0 0.0
Total 4 820.0
By Discretionary
Discretionary 4 820.0
Non-Discretionary 0 0.0
Total 4 820.0
By Non-United States Persons
Non-United States Persons 815.8
United States Persons 4.2
Total 4 820.0
Form D Directors Role # Filings # Firms 2011 - 2026
Gary Linford Director 176 42
Nick Gaze Director 80 22
Boris Jerkunica Director 5 2
Teleios Capital Partners GmbH Executive Officer 2 2
Rob Thomson Director 2 2
Carl Speck Director 2 2
Erik Stadler Director 2 2
EDGAR Form CIK 2011 - 2026
13F-HR [0001690451]
3 [0001690451]
4 [0001690451]
SC 13D [0001690451]
Form 13D/13G Filer Form 13D/13G Subject Filed
Teleios Capital Partners GmbH Quanex Building Products Corp [2024-08-02]
Teleios Capital Partners GmbH SodaStream International Ltd [2016-11-18]
Firm Profile (Form ADV)
ServesInstitutional
Fund TypesHedge Fund
LEI213800XVXX6P8QHRQD09
Form 3/4/5 Subject 2011 - 2026
Teleios Capital Partners GmbH
Teleios Global Opportunities Master Fund Ltd
Kuzniar Igor Tadeusz
Quanex Building Products CORP
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Quanex Building Products CORP NX
Common Stock, par value $0.01 per share
2025-12-17 Sell 119,485 $15.94 1,904,591
Quanex Building Products CORP NX
Common Stock, par value $0.01 per share
2025-12-16 Sell 80,515 $16.51 1,329,303
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