Telemus Capital is a fund manager in Southfield with $2.97 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
463011400
SEC advisor number
801-78535
FINRA CRD number
168794
AUM ?
$2.97 bn
(as of 6 Apr 23)
Accounts
4,367
(as of 6 Apr 23)
Employees
52
(24 investment advisory or research)
Address
Telemus Capital
TWO TOWNE SQUARE
SUITE 800
SOUTHFIELD
MI 48076
TWO TOWNE SQUARE
SUITE 800
SOUTHFIELD
MI 48076
Office hours
Monday - Friday, 8:00 A.M. - 5:00 P.M.
Phone
248-827-1800
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Focus Operating, LLC | Member | 08/2013 | > 75% |
Focus Financial Partners, LLC | Member | 01/2007 | > 75% |
Oppenheim, Eric, Carl | General Counsel and Chief Compliance Officer | 03/2014 | < 5% |
Focus Financial Partners Inc. | Member | 07/2018 | > 75% |
Andrews, Dorothy, Elizabeth | Controller | 04/2019 | < 5% |
Ran, Matthew, Adam | Chief Operating Officer | 09/2020 | < 5% |
Wolberg, Lyle, Matthew | Chief Executive Officer and Partner | 05/2021 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Telemus Capital, LLC | $2.97 bn | |
Telemus Decorrelation Opportunity Fund, LP | $4.82 mm | Hedge Fund |
Telemus Life Science Real Estate Fund, LLC | $8.41 mm | Other Private Fund |
Tim Aviation VIII, LLC | $398.25 k | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
11 Apr 23
SC 13G
BlackRock ETF Trust II
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Jan 23
SC 13G
BlackRock ETF Trust II
9 Dec 22
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
10 Aug 22