# Teleo Capital Management LLC

> Teleo Capital Management LLC is an SEC-registered investment advisory firm in Boise, ID, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 307203
- Filed as: TELEO CAPITAL MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boise, ID
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307203
- AdvisorCensus page: https://advisorcensus.com/firm/teleo-capital-management-llc-boise-id-307203

## Quick answers

**How is Teleo Capital Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Teleo Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Teleo Capital Management LLC located?**
Teleo Capital Management LLC's principal office is in Boise, ID, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Teleo Capital Management LLC registered with the SEC or a state?**
Teleo Capital Management LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 307203.

**How much does Teleo Capital Management LLC manage?**
Teleo Capital Management LLC reports $894,110,342 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Teleo Capital Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Teleo Capital Management LLC: Regulatory assets under management: $304,780,847 in the October 2021 data and $894,110,342 in the October 2026 data, up 193%. Total employees: 17 in October 2021 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Teleo Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8).

**Does Teleo Capital Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307203

**What changed in Teleo Capital Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $679,684,172 to $894,110,342 (+32%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $894,110,342
- Discretionary: $894,110,342
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 8 | $894,110,342 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 26 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, ID
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- El Segundo, CA

### Websites listed on Form ADV (Item 1.I)
- teleocapital.com
- LinkedIn @teleo-capital
- X @teleocapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $304,780,847 | 17 | June 24, 2021 |
| October 2022 | $395,354,056 | 26 | August 18, 2022 |
| October 2023 | $423,749,666 | 26 | March 30, 2023 |
| October 2024 | $572,007,880 | 25 | March 28, 2024 |
| October 2025 | $679,684,172 | 26 | May 23, 2025 |
| October 2026 | $894,110,342 | 26 | March 27, 2026 |

Regulatory assets under management: $304,780,847 in the October 2021 data and $894,110,342 in the October 2026 data, up 193%.
Total employees: 17 in October 2021 and 26 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $679,684,172 to $894,110,342 (+32%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Teleo Capital Management LLC (CRD 307203): Form ADV filing data as of October 2026.