TELOS CAPITAL PARTNERS

Overview

Telos Capital Partners operates as an independent registered investment adviser structured as an LLC and owned by an individual. The firm serves individual and family clients on a fee‑based, percentage‑of‑AUM model and markets itself as a capital allocator that provides financial planning, discretionary portfolio management and manager selection services. Advisory capabilities also list portfolio management for small businesses and institutions and pension consulting-type work, with selection of outside advisers a clear part of the offering. Investment activity is centered on discretionary management — the vast majority of client assets are managed on a discretionary basis — and the firm leans on pooled public funds as its core public-market exposure. At the same time, Telos allocates to third‑party alternative managers across private equity, venture capital, hedge funds and real estate, suggesting it blends mutual fund/pooled strategies with private fund commitments via external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices