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⚲
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| Telemus Capital LLC
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| |
|---|---|
| CRD # | 168794 |
| SEC # | 801-78535 |
| CIK # | 0001590491 |
| AUM | $3.0 BB (2024-02-02) |
| Employees | 52 (46% Investors, 2% Brokers) |
| Phone | 248-827-1800 |
| Address | Two Towne Square Southfield, MI 48076 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Tim Aviation VIII LLC | [2020-03-20] | 7.8 | 0.4 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| 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 - 2024 |
|---|---|---|---|
| Eric Oppenheim | 6 | ||
| Gary Ran | 5 | ||
| Matthew Ran | 2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001590491] | |
| SC 13G | [0001590491] |
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|---|---|---|
|
Fenimore Asset Management Inc
✚
|
NY | 4.2 |
|
GM Advisory Group LLC
✚
|
NY | 3.0 |
|
Morton Capital Management LLC
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|
CA | 2.6 |
|
Baker Avenue Asset Management LP
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|
CA | 2.6 |
|
MGO One Seven LLC
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|
OH | 2.6 |
|
CWA Asset Management Group LLC
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FL | 2.5 |
|
Logan Capital Management Inc
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|
PA | 2.5 |
|
GHP Investment Advisors Inc
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|
CO | 2.4 |
|
Onex Canada Asset Management Inc
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|
2.2 | |
|
Eton Advisors Group LLC
✚
|
NC | 2.0 |