DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
T•••••• C•••••• P••••••• L••
Latest filing Apr 30, 2026
First filing on the tape Jul 18, 2016 · 24 filings
SEC status approved since Jul 29, 2016
RAUM
$820M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
8
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$820M as of Apr 30, 2026
Mar 30, 2017$267M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 30, 2026
Mar 30, 20170 then
Employees (5.A)8 as of Apr 30, 2026
Mar 30, 20177 then
Private funds3 as of Apr 30, 2026
Mar 30, 20175 then
RAUM -29% over the last fiscal year-9.1% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 30, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $205MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -29%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $816M, 3 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$816M99%
- Corporations and businesses$4.2M0.5%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $816M for 3 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.99 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T•••••• G••••• O••••••••• M••••• F•••• L••• | Hedge Fund | $1.2B | 67 | Feb 29, 2016 |
| T•••••• G••••• O••••••••• F•••• L••• | Hedge Fund | $1.1B | 52 | Feb 29, 2016 |
| B••no longer reported | Hedge Fund | $184M | 4 | Mar 30, 2017 |
| T•••••• G••••• O••••••••• L• | Hedge Fund | $110M | 15 | Feb 29, 2016 |
| 2• L••no longer reported | Hedge Fund | $36.7M | 7 | Feb 29, 2016 |
Owners and control persons
Schedule A and B, latest filing
- A•• N•••••• F•••••• J••••• · Managing Membercontrolsince 04/2014 · owns 25% to 50%
- E••••••• A•••• A•••• · Managing Membercontrolsince 04/2014 · owns 10% to 25%
- F••••• P••••••• C••••••• · Directorcontrolsince 11/2018 · owns less than 5%
- K••••••• I•••• T•••••• · Managing Membercontrolsince 04/2014 · owns 50% to 75%
- M•••••• G•••• C•••• · Directorcontrolsince 04/2017 · owns less than 5%
- S••••• C•••• E••••• · Managing Member; Chief Financial Officer, Chief Operating Officercontrolsince 04/2014 · owns 10% to 25%
- W••••••• C••••• H•••• · Chief Compliance Officercontrolsince 12/2015 · owns less than 5%
Related persons
Schedule D 7.A
- T•••••• G••••• O••••••••• G•• L•••bankpooled vehicle sponsory
- T•••••• S••••••• ••• L•••investment advisery
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- employee count dropChange between filings · filing Apr 30, 2026employees (Item 5.A) moved from 14.0 to 8.0 (-43.0%) between the annual amendments of 2025-04-25 and 2026-04-30; the peer median change was 0.0% (394 comparable advisers, 2.0th percentile of changes)peers: asset managers, $500M to $1B (394) · 2.0% percentile
- RAUM down 25 %Change between filings · filing Apr 30, 2026RAUM (Item 5.F) moved from $1,149,295,588 to $820,042,572 (-29.0%) between the annual amendments of 2025-04-25 and 2026-04-30; the peer median change was +8.0% (672 comparable advisers, 6.0th percentile of changes)peers: asset managers, $500M to $1B (672) · 6.4% percentile
What changed
consecutive filings, newest first
- Advisory employees · 8 to 4May 21, 2025 to Mar 31, 2026
- Assets in custody · $1.1B to $816MMay 21, 2025 to Mar 31, 2026
- Employees · 14 to 8May 21, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.1B to $820MMay 21, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.1B to $816MMay 21, 2025 to Mar 31, 2026
- RAUM · $1.1B to $820MMay 21, 2025 to Mar 31, 2026
- Financial planning clients · unset to Apr 25, 2025 to May 21, 2025
- Assets in custody · $1.2B to $1.1BJan 17, 2025 to Apr 25, 2025
- Discretionary RAUM · $1.2B to $1.1BJan 17, 2025 to Apr 25, 2025
- Pooled vehicle RAUM · $1.2B to $1.1BJan 17, 2025 to Apr 25, 2025
- RAUM · $1.2B to $1.1BJan 17, 2025 to Apr 25, 2025
- HQ state · unset to Jun 10, 2024 to Jan 17, 2025
- Related adviser · false to trueApr 23, 2024 to Jun 10, 2024
- Assets in custody · $1.1B to $1.2BApr 21, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.1B to $1.2BApr 21, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $1.1B to $1.2BApr 21, 2023 to Mar 28, 2024
- RAUM · $1.1B to $1.2BApr 21, 2023 to Mar 28, 2024
- Assets in custody · $1.4B to $1.1BMar 31, 2022 to Mar 30, 2023
- Employees · 13 to 14Mar 31, 2022 to Mar 30, 2023
- Discretionary RAUM · $1.4B to $1.1BMar 31, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $1.4B to $1.1BMar 31, 2022 to Mar 30, 2023
- RAUM · $1.4B to $1.1BMar 31, 2022 to Mar 30, 2023
- Accounts · 3 to 4Mar 29, 2021 to Mar 31, 2022
- Advisory employees · 7 to 8Mar 29, 2021 to Mar 31, 2022
- Advisory activities · 1 to 2Mar 29, 2021 to Mar 31, 2022
- Corporate clients · unset to 1.0Mar 29, 2021 to Mar 31, 2022
- Assets in custody · $1.3B to $1.4BMar 29, 2021 to Mar 31, 2022
- Employees · 11 to 13Mar 29, 2021 to Mar 31, 2022
- Discretionary RAUM · $1.3B to $1.4BMar 29, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $1.3B to $1.4BMar 29, 2021 to Mar 31, 2022
- RAUM · $1.3B to $1.4BMar 29, 2021 to Mar 31, 2022
- Assets in custody · $1.1B to $1.3BMar 30, 2020 to Mar 29, 2021
- Employees · 12 to 11Mar 30, 2020 to Mar 29, 2021
- Discretionary RAUM · $1.1B to $1.3BMar 30, 2020 to Mar 29, 2021
- Pooled vehicle RAUM · $1.1B to $1.3BMar 30, 2020 to Mar 29, 2021
- RAUM · $1.1B to $1.3BMar 30, 2020 to Mar 29, 2021
- Accounts · 4 to 3Mar 29, 2019 to Mar 30, 2020
- Advisory employees · 5 to 7Mar 29, 2019 to Mar 30, 2020
- Pooled vehicle clients · 4 to 3Mar 29, 2019 to Mar 30, 2020
- Assets in custody · $879M to $1.1BMar 29, 2019 to Mar 30, 2020
Signals
4 dated events
- T•••••• C•••••• P••••••• L•• reported RAUM $820.0M, down 29% from $1.1B (2025-05-21 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- T•••••• C•••••• P••••••• L•• reported RAUM $1.1B, up 49% from $711.2M (2018-12-05 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- T•••••• C•••••• P••••••• L•• reported RAUM $711.2M, up 166% from $267.3M (2017-08-08 to 2018-03-27)Mar 27, 2018 · RAUM change · derived
- T•••••• C•••••• P••••••• L•• filed its initial SEC registration (Form ADV)Jul 18, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/teleios-capital-partners-llcreportedpublic record, Form ADV, Sep 19, 2026
- Website
- T••••••CAPITAL.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- +41 41 506 56 56reportedpublic record, Form ADV, Apr 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026