TELPERION MANAGER LLC
Firm details
- Headquarters
- BETHESDA, Maryland
- CRD number
- 333012
Firm profile
FINTRXOverview
Telperion Manager LLC is an individual-owned limited liability company that operates as a sponsor and general partner for pooled investment vehicles. The firm’s profile in the dataset is unclassified and does not indicate a stated SEC registration year. Telperion positions itself primarily on the private-funds side of the market, acting as sponsor, GP and managing member of vehicles rather than as a traditional retail advisory business. It is not identified as an active ESG investor and is not listed as a multi-state or newly formed adviser in the available records.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2J. Aaron
CRD 8051805
Matthew Ercolani
Managing MemberCRD 8025490
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BETHESDA, MD
MONTGOMERY
Location
BETHESDA, MD
Headquartered in BETHESDA, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- MONTGOMERY
- Address
- 10319 Westlake Dr
- Time zone
- ET (UTC-5)
- Office locations
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