TELPERION MANAGER LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BETHESDA, Maryland
CRD number
333012

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • J. Aaron

    CRD 8051805

  • Matthew Ercolani

    Managing MemberCRD 8025490

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth