Tetelestai Capital

Overview

Tetelestai Capital is a small, independent registered investment adviser operating as a limited liability company and run by an individual owner. The firm focuses on financial planning and portfolio management for individuals and small businesses, managing client relationships with a hands-on, discretionary approach. Its stated fee arrangements include asset-based fees, hourly billing and fixed-fee engagements, which supports flexible engagement models for modestly sized clients. Investment activity is skewed toward publicly traded securities, with a stated preference for equities and exchange-traded instruments. The firm acts as a capital allocator and also places client capital with third-party managers for real estate exposure. Tetelestai Capital does not position itself as an ESG-focused adviser and is not multi-state registered.

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Public Holdings

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Location & Offices