TELEMUS CAPITAL LLC Overview
Telemus Capital Llc is an investment advisor that manages 1.7 BN dollars in regulatory AUM and has 37 employees, of which 15 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/13 to 12/31/20. The fund's latest filing disclosed 1BN in positions, representing 77% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/13 to 12/31/20. The fund's latest filing disclosed 1BN in positions, representing 77% of the manager's regulatory AUM.
TELEMUS CAPITAL LLC StockAlpha
Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
TELEMUS CAPITAL LLC Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
SPY | 5.37% | ETF | 0.75% | 0% | 0 | 29% | ||
AAPL | 4.26% | Tech | -9.33% | -0.28% | 0 | 52% | ||
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TELEMUS CAPITAL LLC Founders and Key Employees
Name | Title | In Position Since |
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Eric C. Oppenheim | General Counsel/Chief Compliance Officer | March-2014 |
Gary L. Ran | Partner/Chairman | August-2013 |
Robert J. Schlagheck | Chief Financial Officer & Controller | August-2013 |
Lloyd A. Perlmutter | Chief Operating Officer | March-2014 |
TELEMUS CAPITAL LLC Brokers, Custodians, Auditors and Administrators
Type | Company |
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TELEMUS CAPITAL LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investing in securities involves risk of loss that clients should be prepared to bear. Our investment approach constantly keeps the risk of loss in mind. Investors face the following investment risks:
• Interest-rate Risk: Fluctuations in interest rates may cause investment prices to fluctuate. For example, when interest rates rise, yields on existing bonds become less attractive, causing their market values to decline.
• Market Risk: The price of a security, bond, or mutual fund may drop in reaction to tangible and intangible events and conditions. This type of risk is caused by external factors independent of a security’s particular underlying circumstances. For example, political, economic and social conditions may trigger market events.
9
• Inflation Risk: When any type of inflation is present, a dollar today will not buy as much as a dollar next year, because p...
Unlock Full Investment Process Description
Investing in securities involves risk of loss that clients should be prepared to bear. Our investment approach constantly keeps the risk of loss in mind. Investors face the following investment risks:
• Interest-rate Risk: Fluctuations in interest rates may cause investment prices to fluctuate. For example, when interest rates rise, yields on existing bonds become less attractive, causing their market values to decline.
• Market Risk: The price of a security, bond, or mutual fund may drop in reaction to tangible and intangible events and conditions. This type of risk is caused by external factors independent of a security’s particular underlying circumstances. For example, political, economic and social conditions may trigger market events.
9
• Inflation Risk: When any type of inflation is present, a dollar today will not buy as much as a dollar next year, because p...
Unlock Full Investment Process Description
TELEMUS CAPITAL LLC Portfolio Concentration
TELEMUS CAPITAL LLC Location
TWO TOWNE SQUARE
SUITE 800
SOUTHFIELD, Michigan
UNITED STATES, 48076
SUITE 800
SOUTHFIELD, Michigan
UNITED STATES, 48076
TELEMUS CAPITAL LLC Contact Information
Phone Number: 248-827-1800
Fax Number: 248-827-1808
Website: null
Fax Number: 248-827-1808
Website: null
Disclaimer
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