Telemus Capital LLC

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Assets, Funds, Holdings

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Telemus Capital LLC
CRD #168794
SEC #801-78535
CIK #0001590491
AUM
Employees 52 (46% Investors, 2% Brokers)
Phone248-827-1800
AddressTwo Towne Square
Southfield, MI 48076
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($B)
4.03.22.41.60.80.02009201420192025
Sector Form 13F Holdings Value ($M)
Apple Inc 43.9
Copart Inc 39.5
Microsoft Corp 38.9
PG&E Corp 22.9
Amazon Com Inc 18.9
Adobe Systems Inc 16.7
J P Morgan Chase & Co 15.4
Trebia Acquisition Corp 13.9
Home Depot Inc 13.7
MGM Resorts International 13.2
View All
Holdings by Sector ($M)
1500120090060030002013201720212025
Type Form D Funds Date Sold ($M) AUM ($M)
Other Tim Aviation VIII LLC [2020-03-20] 7.8 0.4
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 786 0.3
(b) Individuals (high net worth individuals) 475 2.1
(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 0.0
(g) Pension and profit sharing plans 77 0.0
(h) Charitable organizations 22 0.1
(i) State or municipal government entities 1 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 40 0.4
(n) Other 0 0.0
Total 4,367 3.0
By Discretionary
Discretionary 3,885 2.4
Non-Discretionary 482 0.6
Total 4,367 3.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 3.0
Total 4,367 3.0
Form D Directors # Filings # Firms 2011 - 2025
Eric Oppenheim 6
Gary Ran 5
Matthew Ran 2
EDGAR Form CIK 2011 - 2025
13F-HR [0001590491]
SC 13G [0001590491]
Form 13D/13G Filer Form 13D/13G Subject Filed
Telemus Capital LLC BlackRock ETF Trust II [2023-01-17]
Telemus Capital LLC BlackRock ETF Trust II [2022-12-09]
Telemus Capital LLC IndexIQ ETF Trust [2022-07-06]
Telemus Capital LLC BlackRock Capital Investment Corp [2021-01-13]
Telemus Capital LLC BlackRock Capital Investment Corp [2020-11-06]
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