This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$210MItem 5.F on the latest filing (2026-03-19); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$210M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

8

Advisory employees

5

Offices

0Schedule D 1.F, beyond the principal office

Accounts

4

Individual clients

0

High net worth clients

0

Private funds

1Schedule D 7.B(1)

Custody, client assets

$210M

SEC number

801-61024

CRD

118798

Filings on the tape

31

First filed

Mar 13, 2012

Latest filed

Mar 19, 2026

Organised

Limited Liability Company, DE

• Occurred

  Mar 20, 2023
  Regulatory AUM changed

  Telligent Investment Management, Llc reported RAUM $153.9M, down 55% from $339.1M (2022-03-21 to 2023-03-20)

  Form ADVobserved 5 days ago
  $-185M
• Occurred

  Mar 29, 2021
  Regulatory AUM changed

  Telligent Investment Management, Llc reported RAUM $361.5M, up 45% from $248.7M (2020-06-02 to 2021-03-29)

  Form ADVobserved 5 days ago
  $113M

Graph

RIA / Wealth Management

Canonical id

dfx:ria:05c7d1ea-d057-43f0-7276-dfca2747a328

First observed

Mar 13, 2012

Last observed

Mar 19, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.