Teleos Management, L.L.C. (Stamford)

Name: Teleos Management, L.L.C.
Address: 263 Tresser Boulevard, Stamford, CT, 06901
Telephone: 203-975-9750

Teleos Management, L.L.C. is a large advisory firm based in Stamford. It manages $373.1 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Connecticut.

Teleos Management, L.L.C provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Teleos Management, L.L.C: assets under management

The assets under management (AUM) of Teleos Management, L.L.C. is $373.1 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $373.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $62.18 million each.

Teleos Management, L.L.C has custody of $185.46 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Teleos Management, L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Teleos Management, L.L.C.

Daniel Larry Gressel has been acting as President since 1 Dec 1995. Christopher Stella joined the executive team most recently as the Chief Compliance Officer, Chief Operating Officer And General Counsel.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Daniel Larry Gressel	President	1 Dec 1995	75% - 100%	1892927
Christopher Stella	Chief compliance officer, chief operating officer and general counsel	1 Jan 2000	Other	2802671
Christopher George Stella	Chief compliance officer, chief operating officer and general counsel	1 Jan 2000	Other	2802671

Based in Stamford

The principal office where Teleos Management, L.L.C. performs its advisory services is located at 263 Tresser Boulevard, Stamford, CT 06901, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-975-9750 or by fax 203-975-7415. The normal business hours are 9 to 4 on Monday - Friday. You can find more information about the New York firm at www.teleos.com.