T
Telegraph Equity Partners Limited
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$65,182,590
Clients
16
44% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
LowAverage account size
$4,073,912
About
Telegraph Equity Partners Limited is a fee-only registered investment adviser that provides discretionary portfolio management of publicly traded equity portfolios to individuals, businesses, and not-for-profit institutions. The firm manages assets in separate accounts and provides ongoing portfolio management tailored to each client’s investment policy statement.
The firm employs a fundamental, value-oriented investment approach with a long-term buy-and-hold strategy and relatively low turnover, seeking investments purchased at discounts to intrinsic value. It typically operates with discretionary authority, custodies client assets at third-party custodians (primarily Charles Schwab), and has policies to allocate limited-supply opportunities, including IPOs, equitably among clients.
Telegraph is a single-advisor Sub S corporation formed in 2014 with roughly $67 million in assets across a small client base, resulting in a comparatively high average account size and a stated $1 million account minimum (waivable, with no minimum for endowments). The firm’s principal holds the CFA charter and has outside business activities and trustee roles (including operating another consulting/operations business and serving as trustee on family trusts), relationships the brochure identifies as potential conflicts of interest that the firm says it will manage to treat clients equitably.
Client services
Portfolio management
Expertise
Concentrated stock management
Active portfolio management
Occupation focus
Founder/Business Owner
Fee options
1.0% - 2.0% (negotiable)
Account minimum: $1,000,000 Fee-only: Fee-only investment advisory firm; no commissions or sales charges accepted.
Main office location
Telegraph Equity Partners Limited
10401 North Meridian St., Suite 202
Carmel IN 46290, United States
Number of offices
1
Most active in
Telegraph Equity Partners Limited has reported serving >5 clients in these states in the last 12 months.
Indiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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