A complete list of active advisors currently associated with Tetelestai Capital

Warmer can help you find a great advisor at Tetelestai Capital or one who fits your needs even better.

Tetelestai Capital is a state-registered investment adviser that provides discretionary separately managed accounts along with financial planning and bespoke financial consulting for individual and institutional clients. The firm operates as a single-advisor practice managing roughly $704,000 for about a dozen clients and generally bills on an asset‑under‑management basis. The firm follows a fundamental macro research process and implements a long‑term barbell investment approach: concentrated, infrequently traded positions in identified top‑performing assets paired with shorter‑term volatility trades and hedges. Implementation may include equity options, futures and futures options, margin usage, and occasional short selling, and the firm states an objective of outpacing the MSCI ACWI on a three‑year rolling basis. Notably, Tetelestai Capital discloses and markets both hypothetical and actual performance results and uses derivatives within its separately managed accounts, practices that are uncommon among peers. The brochure also highlights the principal’s professional credentials (including CFA and CPA designations), a stated policy of donating a portion of annual proceeds to select charities, and a single‑broker relationship with Interactive Brokers that may involve soft‑dollar arrangements.

To learn more about the advisors currently working at Tetelestai Capital, 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.