TEALL CAPITAL PARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WINSTON SALEM, North Carolina
CRD number
299332
Registered since
December 17, 2018

Firm profile

FINTRX

Overview

Teall Capital Partners, LLC is a limited liability company registered with the SEC in 2018 that operates as an adviser to private pooled vehicles. The firm functions as sponsor, general partner and managing member of its investment vehicles, signaling an emphasis on hands-on management of fund portfolios rather than providing broad retail advisory services. Its regulatory profile indicates a narrow operational footprint: it is not a multi-state adviser, is not classified as a capital allocator, and is not identified as an active ESG investor. Investment activity centers on private equity-style vehicles. The structure and roles the firm takes—sponsor/GP/managing member—imply it sources, structures and oversees investments through closed-end funds or similar pooled products, with control-oriented governance at the fund level. Public-market advisory services, pension consulting and related-adviser relationships are not indicated.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Kelli Hilliard

    Chief People OfficerCRD 7048503

  • BEN SUTTON JR.

    Founder and CEOCRD 7048361

  • WESLEY DAY

    CEO and PresidentCRD 5702726

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WINSTON SALEM, NC

FORSYTH

Location

WINSTON SALEM, NC

Headquartered in WINSTON SALEM, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.

Metro area
Greensboro--Winston-Salem--High Point, NC
Region
South
County
FORSYTH
Address
500 W 5th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth