$67.1M Total AUM
$67.1M Disc. AUM
-- 3Y CAGR
2 Employees
16 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-2014
- Office Locations
- 1
Office Locations
10401 North Meridian St. Suite 202 Carmel IN
About Telegraph Equity Partners Limited
Telegraph Equity Partners Limited is a Carmel-based RIA. The firm has been operating for 12 years. Managing $67.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$33.5M AVG AUM / ADVISOR
$4.2M AVG AUM / CLIENT
12.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BRIAN NMN HENDERSON
Chief Compliance Officer, Founding Partner, President
- CRD
- #6353660
- Ownership
- 50% but less than 75%
Available
Available
Available
L
LOUISE HEALEY HENDERSON
--
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,066,260 | -- |
| Non-Discretionary | $0 | -- |
| Total | $67,066,260 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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