Telemus Capital LLC

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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 ($B)
4.03.22.41.60.80.02009201420192025
CIK Period
0001590491
Sector Form 13F Holdings Value ($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
Alphabet Inc 12.0
UnitedHealth Group Inc 11.2
Blackstone Group LP 10.8
Thermo Fisher Scientific Inc 10.6
Nvidia Corp 10.3
Mastercard Inc 9.4
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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Type Form D Funds Date Sold AUM
Other Tim Aviation VIII LLC [2020-03-20] 7.8 M 0.4 M
Offered $10,000,000 · Filed 2019-09-19 (D) · Exemption 506(b) · Remaining $2,150,000 · Duration One year or less · Revenue Decline to Disclose
AUM Breakdown Accounts AUM ($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 Role # Filings # Firms 2011 - 2026
Eric Oppenheim Executive Officer 6 4
Gary Ran Executive Officer 5 4
Matthew Ran Executive Officer 2 2
EDGAR Form CIK 2011 - 2026
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]
Firm Profile (Form ADV)
Discretionary AUM$1.4B
ServesInstitutional, Retail, Research
Fund TypesHedge Fund
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