TELEMETRY INVESTMENTS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
162043
Registered since
March 31, 2021

Firm profile

FINTRX

Overview

Telemetry Investments, LLC is a small, actively managed investment firm organized as a limited liability company and registered with the SEC in 2021. The firm’s public filings and holdings show a clear emphasis on publicly traded equities—both individual stocks and ETFs—with a notable position in SPAC-related securities. At the same time, Telemetry operates at least one private pooled vehicle as sponsor/GP, which indicates the firm allocates capital to alternative, manager-led strategies in addition to its publicly disclosed 13F holdings. The firm’s structure and activity profile point to an opportunistic, manager-driven approach: maintaining a large number of relatively small public equity positions while retaining a private hedge fund that can hold assets and exposures not captured in 13F reports. Telemetry’s role as sponsor and managing member of pooled vehicles suggests it sources, structures and governs private investment vehicles for owners and investors rather than acting purely as a traditional advisory firm to retail households.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • DWIGHT EYRICK

    Chief Operating OfficerCRD 2087330

  • DANIEL SCHORR

    CIOCRD 2468199

  • ANDREW SCHORR

    Chief Executive OfficerCRD 1988818

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$740K in ETFs

Passive

53%

$390K

Active

47%

$350K

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD TRUST (GLD)State StreetPassiveCommodities Focused$390K2,30052.70%

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
147 W 35th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth