WOODMONT INVESTMENT COUNSEL, LLC – investment adviser, $2.01B regulatory AUM (Form ADV)

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	335	$1,714,722,164	85.2%
Charities	27	$226,890,025	11.3%
Individuals	102	$65,121,002	3.2%
Corporations & businesses	Fewer than 5	$5,151,452	0.3%
Retirement plans	Fewer than 5	$347,361	0.0%

Filing source

Form ADV 2078636 · Mar 20, 2026 · 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

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

WOODMONT PARTNERS FUND, LPHedge Fund · Last reported Mar 27, 2015$15.7MGross asset value

Feeder funds

WOODMONT PARTNERS OFFSHORE FUND, LTD

Fund administrator SS&C FUND ADMINISTRATION WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ELLIOTT DAVIS DECOSIMO, LLC CHATTANOOGA, Tennessee, United States

Custodian J.P. MORGAN SECURITIES INC. NY, New York, United States Related to adviser: No

Custodian THE VANGUARD GROUP INC MALVERN, Pennsylvania, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

J.P. MORGAN SECURITIES INC.
SEC 8-36950

THE VANGUARD GROUP INC
SEC 8-11953

Fund details & source

Fund ID: 805-5212903158
Reported beneficial owners: 25
Minimum commitment: $500K
Form D file number: 021-1578529

Form ADV 892518 · Mar 27, 2015 · 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.

TELEION FUND I, LPHedge Fund · Last reported Jun 23, 2020$8.26MGross asset value

Form D fundraising filings

TELEION FUND I LP

Fund administrator SS&C FUND ADMINISTRATION WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ELLIOTT DAVIS DECOSIMO, LLC CHATTANOOGA, Tennessee, United States

Custodian JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No

Prime broker JEFFERIES LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

ELLIOTT DAVIS DECOSIMO, LLC
PCAOB 149

JEFFERIES LLC
SEC 8-15074

JEFFERIES LLC
CRD 2347 · SEC 8-15074

Fund details & source

Fund ID: 805-2325796696
Reported beneficial owners: 4
Minimum commitment: $250K
Form D file number: 021-43675

Form ADV 1435050 · Jun 23, 2020 · 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: Mar 20, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

3825 BEDFORD AVE, SUITE 202
NASHVILLE, TN, 37215, United States

CRD 109779

Filing source

Form ADV 2078636 · Mar 20, 2026 · 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.