Tellone Management Group Inc

Search
⚲

Message
Happy Holidays!! thanks for using AUM13F!!

Tellone Management Group Inc ✚
CRD #	111051
SEC #	801-29982
CIK #
AUM
Employees	9 (44% Investors, 0% Brokers)
Phone	714-998-2290
Address	6200 E Canyon Rim Rd Anaheim Hills, CA 92807
Source	[IAPD] [Website] [LinkedIn] [Facebook]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold ($M)	AUM ($M)
Other	Canyon Equities LP	[2012-03-31]	5.1	2.5
Other	Hall Mortgage Fund LP	[2012-03-31]	156.9	16.6
Other	High Yield Growth LP	[2012-03-31]	21.5	0.7
Other	Pure Growth LP	[2012-03-31]	20.5	5.2
Other	Select Fixed Income LP	[2012-03-31]	28.4	8.7
Other	Specialty Loans LP	[2012-03-31]	7.9	6.4
Other	Tellone Mortgage Fund LP	[2012-03-31]	480.4	65.0
Other	Touchdown Investments LP	[2012-03-31]	10.6	0.7
Other	Touchdown Mortgage Fund LP	[2012-03-31]	69.7	10.4
Other	West Coast Fund LP	[2012-03-31]	71.7	14.3
View All

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	364	108.9
(b) Individuals (high net worth individuals)	111	198.6
(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	5	174.8
(g) Pension and profit sharing plans	11	22.2
(h) Charitable organizations	0	0.1
(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	0	0.8
(n) Other	0	0.0
Total	495	505.3
By Discretionary
Discretionary	495	505.3
Non-Discretionary	0	0.0
Total	495	505.3
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		505.3
Total	495	505.3

Form D Directors	# Filings	# Firms	2011 - 2025
Dean Tellone	21
Tellone Management Group Inc	21
Tellone Financial Services Inc	6
Touchdown Inc	5
Vincent Ferragamo	5
Bradford Hall	2
Tellone Nevada Inc	2
Hall and Company Certified Public Accountants and Consultants Inc	2

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}

Tellone Management Group Inc

Assets, Funds, Holdings