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•••••• M••••••••• L••
Latest filing Mar 27, 2026
First filing on the tape Jun 24, 2021 · 9 filings
SEC status approved since Jul 23, 2021
RAUM
$894M
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
26
15 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
8
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$894M as of Mar 27, 2026
Mar 30, 2022$395M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 30, 20220 then
Employees (5.A)26 as of Mar 27, 2026
Mar 30, 202226 then
Private funds8 as of Mar 27, 2026
Mar 30, 20226 then
RAUM +32% over the last fiscal year+28% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 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
- $112MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +32%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 pooled vehiclesreportedItem 5.G
- Custody
- $26.3M, 1 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)
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$894M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 8reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $26.3M for 1 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false 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
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T•••• C••••••• L• | Private Equity Fund | $246M | 37 | Jan 12, 2020 |
| T•••• C•••••• ••••••••• L• | Private Equity Fund | $76.7M | 3 | Jan 12, 2020 |
| P•••• T••••• L•• | Private Equity Fund | $63.2M | 7 | Jan 12, 2020 |
| O•••••• S••• L•• | Private Equity Fund | $25.8M | 14 | Mar 26, 2021 |
| I•••••••• T•••• L•• | Private Equity Fund | $23.6M | 3 | Jan 12, 2020 |
| U•• T••••• L•• | Private Equity Fund | $3.3M | 3 | Jan 12, 2020 |
| T•••• C•••••• I•• L• | Private Equity Fund | $0 | 3 | Mar 28, 2024 |
| T•••• C•••••• I• ••••••••• L• | Private Equity Fund | $0 | 2 | Mar 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- K•••• G•••••• W•••••• · Managing Partnercontrolsince 10/2018 · owns 25% to 50%
- M•••••••• A••••• · Managing Partner And Chief Legal Officercontrolsince 10/2018 · owns 25% to 50%
- W••••••• R•••• C••••• · Managing Partner, Chief Compliance Officer, And Chief Financial Officercontrolsince 10/2018 · owns 25% to 50%
Related persons
Schedule D 7.A
- I•••••••• T•••• M••••••••• L••pooled vehicle sponsorn
- P•••• T•••• M••••••••• L••pooled vehicle sponsorn
- T•••• C•••••• P••••••• I•• L••pooled vehicle sponsorn
- T•••• C•••••• P•••••••• L••pooled vehicle sponsorn
- U•• T•••• M••••••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- El Segundo, CA6 employees
What changed
consecutive filings, newest first
- Assets in custody · $31.1M to $26.3MMay 23, 2025 to Mar 27, 2026
- Discretionary RAUM · $680M to $894MMay 23, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $680M to $894MMay 23, 2025 to Mar 27, 2026
- RAUM · $680M to $894MMay 23, 2025 to Mar 27, 2026
- Financial planning clients · unset to Mar 28, 2025 to May 23, 2025
- Advisory employees · 14 to 15Jan 17, 2025 to Mar 28, 2025
- Assets in custody · unset to 31065012.0Jan 17, 2025 to Mar 28, 2025
- Custody of client assets · false to trueJan 17, 2025 to Mar 28, 2025
- Employees · 25 to 26Jan 17, 2025 to Mar 28, 2025
- Discretionary RAUM · $572M to $680MJan 17, 2025 to Mar 28, 2025
- Pooled vehicle RAUM · $572M to $680MJan 17, 2025 to Mar 28, 2025
- RAUM · $572M to $680MJan 17, 2025 to Mar 28, 2025
- Accounts · 6 to 8Mar 30, 2023 to Mar 28, 2024
- Advisory employees · 12 to 14Mar 30, 2023 to Mar 28, 2024
- Pooled vehicle clients · 6 to 8Mar 30, 2023 to Mar 28, 2024
- Employees · 26 to 25Mar 30, 2023 to Mar 28, 2024
- Private funds · 6 to 8Mar 30, 2023 to Mar 28, 2024
- Discretionary RAUM · $424M to $572MMar 30, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $424M to $572MMar 30, 2023 to Mar 28, 2024
- RAUM · $424M to $572MMar 30, 2023 to Mar 28, 2024
- Advisory employees · 14 to 12Aug 18, 2022 to Mar 30, 2023
- Discretionary RAUM · $395M to $424MAug 18, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $395M to $424MAug 18, 2022 to Mar 30, 2023
- RAUM · $395M to $424MAug 18, 2022 to Mar 30, 2023
- Advisory employees · 8 to 14Jun 24, 2021 to Mar 30, 2022
- Employees · 17 to 26Jun 24, 2021 to Mar 30, 2022
- Private funds · 12 to 6Jun 24, 2021 to Mar 30, 2022
- Discretionary RAUM · $305M to $395MJun 24, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $305M to $395MJun 24, 2021 to Mar 30, 2022
- RAUM · $305M to $395MJun 24, 2021 to Mar 30, 2022
Signals
3 dated events
- T•••• C•••••• M••••••••• L•• reported RAUM $894.1M, up 32% from $679.7M (2025-05-23 to 2026-03-27)Mar 27, 2026 · RAUM change · derived
- T•••• C•••••• M••••••••• L•• reported RAUM $572.0M, up 35% from $423.7M (2023-03-30 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- T•••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Jun 24, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- T•••• C•••••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- T•••• C•••••• M••••••••• L•• · Private Equityshared crd · organization
- T•••• C•••••• M••••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/teleo-capitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- t•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 424-323-3992reportedpublic record, Form ADV, Mar 27, 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