A complete list of active advisors currently associated with Telegraph Equity Partners Limited

Warmer can help you find a great advisor at Telegraph Equity Partners Limited or one who fits your needs even better.

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.

To learn more about the advisors currently working at Telegraph Equity Partners Limited, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.