Investment adviser · CRD 168794
TELEMUS CAPITAL, LLC
Investment adviser filing (IA)
SOUTHFIELD, MI, United States · Form ADV filed Feb 2, 2024
- Regulatory AUM
- $2.97B Form ADV · Item 5.F
- Client accounts
- 4,367 Accounts, not individual clients
- Employees
- 52 Reported in this filing
- Advisory professionals
- 24 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 475 | $2,058,043,474 | 69.2% |
| Corporations & businesses | 40 | $437,255,676 | 14.7% |
| Individuals | 786 | $316,574,227 | 10.7% |
| Charities | 22 | $90,691,154 | 3.1% |
| Retirement plans | 77 | $47,294,206 | 1.6% |
| Pooled investment vehicles | 3 | $13,628,173 | 0.5% |
| Government entities | 1 | $8,712,708 | 0.3% |
Filing source
Form ADV 1822004 · Feb 2, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
TELEMUS LIFE SCIENCE REAL ESTATE FUND, LLCOther Private Fund · Last reported Feb 2, 2024$8.41MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
MELLEN, SMITH & PIVOZ PLC
PCAOB 3975
Fund details & source
- Fund ID
- 805-4957153758
- Reported beneficial owners
- 62
- Minimum commitment
- $100K
Form ADV 1822004 · Feb 2, 2024 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
TELEMUS DECORRELATION OPPORTUNITY FUND, LPHedge Fund · Last reported Feb 2, 2024$4.82MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BAKER TILLY US, LLP
PCAOB 23
PERSHING LLC
SEC 8-17574
PERSHING LLC
CRD 7560 · SEC 8-17574
Fund details & source
- Fund ID
- 805-2289217448
- Reported beneficial owners
- 56
- Minimum commitment
- $500K
- Form D file number
- 021-261047
Form ADV 1822004 · Feb 2, 2024 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
TIM AVIATION VIII, LLCOther Private Fund · Last reported Sep 15, 2023$398KGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
MELLEN, SMITH & PIVOZ PLC
PCAOB 3975
Fund details & source
- Fund ID
- 805-3055474377
- Reported beneficial owners
- 1
- Minimum commitment
- $250K
- Form D file number
- 021-349253
Form ADV 1787787 · Sep 15, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Feb 2, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
TWO TOWNE SQUARE, SUITE 800SOUTHFIELD, MI, 48076, United States
CRD 168794
Filing source
Form ADV 1822004 · Feb 2, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.