TELEMUS CAPITAL, LLC

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Telemus Capital is based out of Southfield. Telemus Capital is a hedge fund with 1252 clients and discretionary assets under management (AUM) of $2,333,342,580 (Form ADV from 2020-04-14). Their last reported 13F filing for Q1 2020 included $1,220,852,000 in managed 13F securities and a top 10 holdings concentration of 32.37%. Telemus Capital's largest holding is SPDR S&P 500 ETF Trust with shares held of 200,817. Whalewisdom has at least 31 13F filings

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03/31/2020

13F Activity

  • Market Value $1.221 Billion
  • Prior Market Value $1.294 Billion
  • New Purchases68 stocks
  • Additional Purchases136 stocks
  • Sold out of76 stocks
  • Reduced holdings in145 stocks
  • Top 10 Holdings % 32.37 %
  • Turnover % [1]:38.61%
  • Turnover Alt % [2]: 16.40 %
  • Time Held Top20:9.85 quarters
  • Time Held Top10:9.50 quarters
  • Time Held All:10.86 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 21.72%
Performance Last 4 Quarters: -0.74%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

TELEMUS CAPITAL, LLC
Classified as Hedge Fund
TWO TOWNE SQUARE SUITE 800
SOUTHFIELD MI    48076
Country: United States

Business Phone: 248-827-1800
Fax: 248-827-1808
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 44
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 777,590,000
Total Number of Clients: 1252
Amount of client funds and securities by related persons: 30,210,300
Total Number of clients from related persons: 102
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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TELEMUS CAPITAL, LLC

ownership team - last updated 2020-03-20
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
TIM AVIATION, LLC United States 805-3055474377 Other Private Fund PURCHASES, OVERHAULS AND LEASES AIRCRAFT ENGINES 9,175,000 250,000
TELEMUS DECORRELATION OPPORTUNITY FUND, LP United States 805-2289217448 Hedge Fund 21,035,345 500,000 Fund of Funds

TELEMUS CAPITAL, LLC

ownership team - last updated 2019-11-01
Name Title Start Date Direct/Indirect % Ownership
FOCUS OPERATING, LLC MEMBER 08/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
GW & WADE, LLC MEMBER (MANAGER) indirect 2007-01-01
GW & WADE, LLC MEMBER direct 2007-09-01
GW & WADE, LLC MEMBER (MANAGER) direct 2007-09-01
RESNICK INVESTMENT ADVISORS, LLC MEMBER direct 2006-06-01
GELLER ADVISORY GROUP, LLC MEMBER direct 2006-01-01
SENTINEL PENSION ADVISORS INC MEMBER direct 2007-01-01
WESPAC ADVISORS, LLC MEMBER direct 2008-07-01
SCS CAPITAL MANAGEMENT LLC MEMBER (MANAGER) direct 2017-07-01
STRATEGIC POINT INVESTMENT ADVISORS LLC MEMBER direct 2006-01-01
STRATEGIC POINT INVESTMENT ADVISORS LLC MEMBER indirect 2006-01-01
STRATEGIC POINT INVESTMENT ADVISORS LLC MEMBER indirect 2006-01-01
FOUNDERS FINANCIAL NETWORK, LLC MEMBER direct 2006-12-01
CAPITAL ADVISORY GROUP, LLC MEMBER (MANAGER) direct 2006-01-01
CAG ACQUISITION, LLC MEMBER direct 2006-01-01
CAG ACQUISITION, LLC MANAGING MEMBER direct 2006-01-01
HOYLECOHEN, LLC MEMBER direct 2006-05-01
HOYLECOHEN, LLC MEMBER (MANAGER) direct 2006-05-01
BAM ADVISOR SERVICES, LLC MEMBER (MANAGER) direct 2007-02-01
BAM ADVISOR SERVICES, LLC MEMBER direct 2007-02-01
BUCKINGHAM ASSET MANAGEMENT, LLC MEMBER (MANAGER) direct 2007-02-01
BUCKINGHAM ASSET MANAGEMENT, LLC MEMBER direct 2007-02-01
BFSG, LLC MEMBER direct 2007-03-01
POWERS CAPITAL INVESTMENTS, INC. MEMBER direct 2016-01-01
JFS WEALTH ADVISORS, LLC MEMBER direct 2007-08-01
ATLAS PRIVATE WEALTH MANAGEMENT, LLC MEMBER (MANAGER) direct 2007-09-01
DION MONEY MANAGEMENT LLC MEMBER direct 2007-09-01
LARA, SHULL & MAY, LLC 100 % OWNER direct 2007-10-01
LARA, SHULL & MAY, LLC MEMBER direct 2007-10-01
WESPAC ADVISORS, LLC MEMBER direct 2008-07-01
JOEL ISAACSON & CO., LLC MEMBER (MANAGER) direct 2009-11-01
LLBH PRIVATE WEALTH MANAGEMENT, LLC MEMBER direct 2009-12-01
LLBH PRIVATE WEALTH MANAGEMENT, LLC MEMBER (MANAGER) direct 2009-12-01
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC MEMBER (MANAGER) direct 2010-01-01
PETTINGA FINANCIAL ADVISORS, LLC MEMBER (MANAGER) direct 2010-12-01
PETTINGA FINANCIAL ADVISORS, LLC MEMBER(MANAGER) direct 2010-12-01
PETTINGA FINANCIAL ADVISORS, LLC MEMBER direct 2010-12-01
THE COLONY GROUP, LLC MEMBER direct 2011-10-01
THE COLONY GROUP, LLC MEMBER (MANAGER) direct 2011-10-01
HUFFORD ADVISORS, LLC MEMBER (MANAGER) direct 2011-09-01
LVW ADVISORS, LLC MANAGING MEMBER direct 2011-10-01
LVW ADVISORS, LLC MEMBER (MANAGER) direct 2011-10-01
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC MEMBER (MANAGER) direct 2011-09-01
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC SOLE MEMBER (MANAGER) direct 2011-09-01
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC MEMBER direct 2011-09-01
VESTOR CAPITAL, LLC MEMBER direct 2012-10-01
MERRIMAN WEALTH MANAGEMENT, LLC MEMBER direct 2012-12-01
MERRIMAN WEALTH MANAGEMENT, LLC MEMBER (MANAGER) direct 2012-12-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMBER (MANAGER) direct 2012-12-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMBER (CONTROLLING) direct 2012-12-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMBER (MANAGING) direct 2012-12-01
BEIRNE WEALTH CONSULTING SERVICES, LLC MEMBER direct 2013-02-01
BEIRNE WEALTH CONSULTING SERVICES, LLC MEMBER (MANAGER) direct 2013-02-01
TELEMUS CAPITAL, LLC MEMBER direct 2013-08-01
LAFLEUR & GODFREY LLC MEMBER (MANAGER) direct 2013-08-01
LAFLEUR & GODFREY LLC MEMBER direct 2013-08-01
STRATEGIC WEALTH PARTNERS GROUP, LLC MEMBER (MANAGER) direct 2014-11-01
INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC MEMBER (MANAGER) direct 2015-02-01
DORCHESTER WEALTH MANAGEMENT COMPANY MEMBER (MANAGER) indirect 2015-04-01
THE FIDUCIARY GROUP, LLC MEMBER (MANAGER) direct 2015-04-01
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC MEMBER (MANAGER) direct 2015-07-01
RELATIVE VALUE PARTNERS GROUP, LLC MEMBER (MANAGER) direct 2015-07-01
FORT PITT CAPITAL GROUP, LLC MEMBER/MANAGER direct 2015-10-01
FORT PITT CAPITAL GROUP, LLC MEMBER direct 2015-10-01
PATTON ALBERTSON MILLER GROUP, LLC MEMBER direct 2015-10-01
KOVITZ INVESTMENT GROUP PARTNERS, LLC MEMBER/MANAGER direct 2016-01-01
DOUGLAS LANE & ASSOCIATES, LLC MEMBER (MANAGER) direct 2016-01-01
CARNICK & KUBIK GROUP, LLC MEMBER direct 2016-04-01
WADDELL & ASSOCIATES, LLC MEMBER direct 2016-04-01
GYL FINANCIAL SYNERGIES, LLC MEMBER (MANAGER) direct 2016-08-01
OREN ADVISORS, LLC MEMBER (MANAGER) direct 2016-10-01
CRESTWOOD ADVISORS GROUP, LLC MEMBER (MANAGER) direct 2017-01-01
ONE CHARLES PRIVATE WEALTH SERVICES, LLC MEMBER (MANAGER) direct 2016-12-01
ONE CHARLES PRIVATE WEALTH SERVICES, LLC MEMBER (MANAGER) direct 2017-02-01
BORDEAUX WEALTH ADVISORS LLC MEMBER (MANAGER) direct 2017-03-01
LAKE STREET ADVISORS GROUP, LLC MEMBER (MANAGER) direct 2017-04-01
BROWNLIE & BRADEN ADVISORS, LLC MEMBER (MANAGER) direct 2016-12-01
ETON ADVISORS GROUP, LLC MEMBER (MANAGER) direct 2017-09-01
OPPENHEIM, ERIC, CARL GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER 03/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CHIEF COMPLIANCE OFFICER-ADVISERS ACT direct 2005-03-01
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CHIEF COMPLIANCE OFFICER direct 2006-03-01
TEACHERS ADVISORS, INC. ACTING CHIEF COMPLIANCE OFFICER direct 2005-10-01
TIAA-CREF INVESTMENT MANAGEMENT LLC ACTING CHIEF COMPLIANCE OFFICER direct 2005-10-01
TIAA-CREF TUITION FINANCING, INC. ACTING CHIEF COMPLIANCE OFFICER direct 2005-10-01
TELEMUS INVESTMENT MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2009-10-01
TELEMUS INVESTMENT MANAGEMENT, LLC CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER direct 2009-10-01
TELEMUS WEALTH ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2009-10-01
TELEMUS WEALTH ADVISORS, LLC CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER direct 2009-10-01
TELEMUS/BEACON INVESTMENT COMPANY LLC CHIEF COMPLIANCE OFFICER direct 2009-10-01
TELEMUS/BEACON INVESTMENT COMPANY LLC CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER direct 2009-10-01
TELEMUS CAPITAL, LLC CHIEF OPERATIONS OFFICER/CHIEF LEGAL OFFICER/CHIEF COMPLIANCE OFFICER direct 2013-08-01
TELEMUS CAPITAL, LLC CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL direct 2013-08-01
TELEMUS CAPITAL, LLC GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER direct 2014-03-01
RAN, GARY, LOUIS PARTNER/CHAIRMAN 08/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
TELEMUS INVESTMENT MANAGEMENT, LLC CHAIRMAN AND CEO direct 2005-02-01
TELEMUS INVESTMENT MANAGEMENT, LLC MANAGING DIRECTOR direct 2005-02-01
TELEMUS INVESTMENT MANAGEMENT, LLC CHIEF INVESTMENT OFFICER direct 2005-02-01
TELEMUS INVESTMENT MANAGEMENT, LLC MANAGER/MEMBER direct 2005-02-01
TELEMUS INVESTMENT MANAGEMENT, LLC CHAIRMAN/MEMBER, BOARD OF MANAGERS indirect 2005-11-01
TELEMUS INVESTMENT MANAGEMENT, LLC CEO / CHAIRMAN indirect 2005-11-01
TELEMUS INVESTMENT MANAGEMENT, LLC MANAGER/MEMBER indirect 2005-11-01
TELEMUS INVESTMENT MANAGEMENT, LLC CHAIRMAN indirect 2005-11-01
TELEMUS INVESTMENT MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2009-06-01
TELEMUS INVESTMENT MANAGEMENT, LLC CHAIRMAN / CHIEF EXECUTIVE OFFICER direct 2013-01-01
TELEMUS WEALTH ADVISORS, LLC CHAIRMAN/MEMBER, BOARD OF MEMBERS indirect 2005-11-01
TELEMUS WEALTH ADVISORS, LLC CHAIRMAN indirect 2005-11-01
TELEMUS WEALTH ADVISORS, LLC CEO / CHAIRMAN indirect 2005-11-01
TELEMUS WEALTH ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2009-06-01
TELEMUS/BEACON INVESTMENT COMPANY LLC CHAIRMAN/MEMBER, BOARD OF MEMBERS indirect 2006-12-01
TELEMUS/BEACON INVESTMENT COMPANY LLC CEO/CHAIRMAN indirect 2006-12-01
TELEMUS/BEACON INVESTMENT COMPANY LLC CHAIRMAN indirect 2006-12-01
TELEMUS/BEACON INVESTMENT COMPANY LLC CHIEF COMPLIANCE OFFICER direct 2009-06-01
TELEMUS/BEACON INVESTMENT COMPANY LLC CHAIRMAN / CHIEF EXECUTIVE OFFICER direct 2013-01-01
TELEMUS CAPITAL, LLC CHIEF EXECUTIVE OFFICER direct 2013-08-01
TELEMUS CAPITAL, LLC PARTNER/CHAIRMAN direct 2013-08-01
SCHLAGHECK, ROBERT, JAMES CHIEF FINANCIAL OFFICER & CONTROLLER 08/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
TELEMUS INVESTMENT MANAGEMENT, LLC CHIEF FINANCIAL OFFICER / CONTROLLER direct 2013-01-01
TELEMUS WEALTH ADVISORS, LLC CHIEF FINANCIAL OFFICER / CONTROLLER direct 2013-01-01
TELEMUS/BEACON INVESTMENT COMPANY LLC CHIEF FINANCIAL OFFICER / CONTROLLER direct 2013-01-01
TELEMUS CAPITAL, LLC CHIEF FINANCIAL OFFICER & CONTROLLER direct 2013-08-01
WILSON, MARY, MENEELY CHIEF OPERATIONS OFFICER 04/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
TELEMUS CAPITAL, LLC CHIEF OPERATIONS OFFICER direct 2016-04-01
FOCUS FINANCIAL PARTNERS, LLC MEMBER FOCUS OPERATING, LLC 01/01/2007 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SCS CAPITAL MANAGEMENT LLC MEMBER indirect 2007-01-01
STRATEGIC POINT INVESTMENT ADVISORS LLC MEMBER indirect 2006-01-01
STRATEGIC POINT INVESTMENT ADVISORS LLC MEMBER indirect 2007-01-01
FOUNDERS FINANCIAL NETWORK, LLC MEMBER direct 2005-07-01
FOUNDERS FINANCIAL NETWORK, LLC MEMBER (MANAGER) indirect 2006-12-01
FOUNDERS FINANCIAL NETWORK, LLC MEMBER indirect 2007-01-01
CAG ACQUISITION, LLC MEMBER direct 2006-01-01
CAG ACQUISITION, LLC MEMBER indirect 2006-12-01
CAG ACQUISITION, LLC SHAREHOLDER indirect 2006-12-01
CAPITAL ADVISORY GROUP, LLC MEMBER indirect 2007-01-01
HOYLECOHEN, LLC MEMBER direct 2006-05-01
HOYLECOHEN, LLC MEMBER indirect 2006-05-01
HOYLECOHEN, LLC MEMBER indirect 2007-01-01
QUANTUM CAPITAL MANAGEMENT DBA QCM, LLC MEMBER direct 2007-01-01
QCM, LLC DBA QUANTUM CAPITAL MANAGEMENT MEMBER indirect 2007-01-01
BAM ADVISOR SERVICES, LLC MEMBER indirect 2006-12-01
BAM ADVISOR SERVICES, LLC MEMBER indirect 2007-01-01
BUCKINGHAM ASSET MANAGEMENT, LLC MEMBER indirect 2006-12-01
BUCKINGHAM ASSET MANAGEMENT, LLC MEMBER indirect 2007-01-01
BFSG, LLC MEMBER indirect 2007-01-01
BFSG, LLC MEMBER indirect 2007-03-01
POWERS CAPITAL INVESTMENTS, INC. MEMBER indirect 2007-01-01
JFS WEALTH ADVISORS, LLC MEMBER indirect 2007-01-01
JFS WEALTH ADVISORS, LLC MEMBER indirect 2007-08-01
ATLAS PRIVATE WEALTH MANAGEMENT, LLC MEMBER indirect 2007-01-01
DION MONEY MANAGEMENT LLC MEMBER indirect 2007-09-01
LARA, MAY & ASSOCIATES, LLC MEMBER indirect 2007-01-01
LARA, SHULL & MAY, LLC MEMBER indirect 2007-10-01
LARA, SHULL & MAY, LLC MEMBER indirect 2007-10-01
WESPAC ADVISORS, LLC MEMBER indirect 2006-12-01
WESPAC ADVISORS, LLC MEMBER indirect 2007-01-01
JOEL ISAACSON & CO., LLC MEMBER (MANAGER) indirect 2006-12-01
JOEL ISAACSON & CO., LLC MEMBER indirect 2007-01-01
JOEL ISAACSON & CO., LLC MEMBER (MANAGER) indirect 2007-01-01
LLBH PRIVATE WEALTH MANAGEMENT, LLC MEMBER indirect 2007-01-01
LLBH PRIVATE WEALTH MANAGEMENT, LLC MEMBER indirect 2007-09-01
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC MEMBER (MANAGER) indirect 2006-12-01
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC MEMBER indirect 2007-01-01
PETTINGA FINANCIAL ADVISORS, LLC MEMBER indirect 2007-01-01
THE COLONY GROUP, LLC MEMBER indirect 2007-01-01
HUFFORD ADVISORS, LLC MEMBER indirect 2007-01-01
LVW ADVISORS, LLC MEMBER indirect 2007-01-01
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC MEMBER indirect 2007-01-01
VESTOR CAPITAL, LLC MEMBER indirect 2007-01-01
MERRIMAN WEALTH MANAGEMENT, LLC MEMBER indirect 2007-01-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMBER indirect 2007-01-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMEBER indirect 2007-01-01
THE PORTFOLIO STRATEGY GROUP, LLC MANAGING MEMBER direct 2012-12-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMBER direct 2012-12-01
TELEMUS CAPITAL, LLC MEMBER indirect 2007-01-01
LAFLEUR & GODFREY LLC MEMBER indirect 2007-01-01
SUMMIT FINANCIAL WEALTH ADVISORS, LLC MEMBER indirect 2007-01-01
GRATUS CAPITAL, LLC MEMBER indirect 2007-01-01
STRATEGIC WEALTH PARTNERS GROUP, LLC MEMBER indirect 2007-01-01
INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC MEMBER indirect 2007-01-01
DORCHESTER WEALTH MANAGEMENT COMPANY MEMBER indirect 2007-01-01
THE FIDUCIARY GROUP, LLC MEMBER indirect 2007-01-01
THE FIDUCIARY GROUP, LLC MEMBER indirect 2015-04-01
RELATIVE VALUE PARTNERS GROUP, LLC MEMBER indirect 2007-01-01
RELATIVE VALUE PARTNERS GROUP, LLC MEMBER indirect 2015-07-01
FORT PITT CAPITAL GROUP, LLC MEMBER indirect 2007-01-01
FORT PITT CAPITAL GROUP, LLC MEMBER (MANAGER) direct 2015-08-01
PATTON ALBERTSON MILLER GROUP, LLC MEMBER indirect 2015-10-01
KOVITZ INVESTMENT GROUP PARTNERS, LLC MEMBER indirect 2007-01-01
KOVITZ INVESTMENT GROUP PARTNERS, LLC MEMBER/MANAGER direct 2015-11-01
DOUGLAS LANE & ASSOCIATES, LLC MEMBER indirect 2007-01-01
CARNICK & KUBIK GROUP, LLC MEMBER indirect 2007-01-01
CARNICK & KUBIK GROUP, LLC MEMBER indirect 2016-04-01
WADDELL & ASSOCIATES, LLC MEMBER indirect 2007-01-01
WADDELL & ASSOCIATES, LLC MEMBER indirect 2016-04-01
GYL FINANCIAL SYNERGIES, LLC MEMBER indirect 2007-01-01
GYL FINANCIAL SYNERGIES, LLC MEMBER indirect 2016-08-01
XML FINANCIAL, LLC MEMBER indirect 2007-01-01
CRESTWOOD ADVISORS GROUP, LLC MEMBER indirect 2007-01-01
ONE CHARLES PRIVATE WEALTH SERVICES, LLC MEMBER indirect 2016-12-01
ONE CHARLES PRIVATE WEALTH SERVICES, LLC MEMBER indirect 2017-02-01
CFO4LIFE GROUP, LLC MEMBER indirect 2007-01-01
BORDEAUX WEALTH ADVISORS LLC MEMBER indirect 2007-01-01
LAKE STREET ADVISORS GROUP, LLC OWNER indirect 2007-01-01
LAKE STREET ADVISORS GROUP, LLC 16-1728260 indirect 2007-01-01
LAKE STREET ADVISORS GROUP, LLC MEMBER indirect 2017-01-01
BROWNLIE & BRADEN ADVISORS, LLC MEMBER indirect 2016-12-01
ETON ADVISORS GROUP, LLC MEMBER indirect 2007-01-01
ETON ADVISORS GROUP, LLC MEMBER indirect 2007-01-01
GW & WADE, LLC MEMBER indirect 2007-01-01
GW & WADE INC MEMBER indirect 2007-09-01
RESNICK INVESTMENT ADVISORS, LLC MEMBER indirect 2007-01-01
GELLER ADVISORY GROUP, LLC MEMBER direct 2006-01-01
GELLER ADVISORY GROUP LTD SHAREHOLDER direct 2006-01-01
GELLER ADVISORY GROUP, LLC MEMBER indirect 2007-01-01
SENTINEL PENSION ADVISORS INC MEMBER indirect 2007-01-01
SENTINEL PENSION ADVISORS INC DIRECT OWNER direct 2007-01-01
WESPAC ADVISORS, LLC MEMBER indirect 2006-12-01
FOCUS FINANCIAL PARTNERS INC. MEMBER FOCUS FINANCIAL PARTNERS, LLC 07/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
FORT PITT CAPITAL GROUP, LLC MEMBER indirect 2018-07-01
KOVITZ INVESTMENT GROUP PARTNERS, LLC MEMBER indirect 2018-07-01
VESTOR CAPITAL, LLC MEMBER indirect 2018-07-01
FORTEM FINANCIAL GROUP, LLC MEMBER indirect 2018-07-01
GYL FINANCIAL SYNERGIES, LLC MEMBER indirect 2018-07-01
GW & WADE, LLC MEMBER indirect 2018-07-01
CORNERSTONE WEALTH GROUP, LLC MEMBER indirect 2018-07-01
BAM ADVISOR SERVICES, LLC MEMBER indirect 2018-07-01
LLBH PRIVATE WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2018-07-01
TELEMUS CAPITAL, LLC MEMBER indirect 2018-07-01
BFSG, LLC MEMBER indirect 2018-07-01
DORCHESTER WEALTH MANAGEMENT COMPANY MEMBER indirect 2018-07-01
XML FINANCIAL, LLC MEMBER indirect 2018-07-01
LARA, MAY & ASSOCIATES, LLC MEMBER indirect 2018-07-01
LAKE STREET ADVISORS GROUP, LLC MEMBER indirect 2018-07-01
BUCKINGHAM ASSET MANAGEMENT, LLC MEMBER indirect 2018-07-01
THE COLONY GROUP, LLC MEMBER indirect 2018-07-01
HOYLECOHEN, LLC MEMBER indirect 2018-07-01
STRATEGIC WEALTH PARTNERS GROUP, LLC MEMBER indirect 2018-07-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
TELEMUS DECORRELATION OPPORTUNITY FUND, LP United States 805-2289217448 Hedge Fund 17,133,272 500,000 Fund of Funds

TELEMUS CAPITAL, LLC

ownership team - last updated 2019-06-03
Name Title Start Date Direct/Indirect % Ownership
FOCUS OPERATING, LLC MEMBER 08/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
GW & WADE, LLC MEMBER (MANAGER) indirect 2007-01-01
GW & WADE, LLC MEMBER direct 2007-09-01
GW & WADE, LLC MEMBER (MANAGER) direct 2007-09-01
RESNICK INVESTMENT ADVISORS, LLC MEMBER direct 2006-06-01
GELLER ADVISORY GROUP, LLC MEMBER direct 2006-01-01
SENTINEL PENSION ADVISORS INC MEMBER direct 2007-01-01
WESPAC ADVISORS, LLC MEMBER direct 2008-07-01
SCS CAPITAL MANAGEMENT LLC MEMBER (MANAGER) direct 2017-07-01
STRATEGIC POINT INVESTMENT ADVISORS LLC MEMBER direct 2006-01-01
STRATEGIC POINT INVESTMENT ADVISORS LLC MEMBER indirect 2006-01-01
STRATEGIC POINT INVESTMENT ADVISORS LLC MEMBER indirect 2006-01-01
FOUNDERS FINANCIAL NETWORK, LLC MEMBER direct 2006-12-01
CAPITAL ADVISORY GROUP, LLC MEMBER (MANAGER) direct 2006-01-01
CAG ACQUISITION, LLC MEMBER direct 2006-01-01
CAG ACQUISITION, LLC MANAGING MEMBER direct 2006-01-01
HOYLECOHEN, LLC MEMBER direct 2006-05-01
HOYLECOHEN, LLC MEMBER (MANAGER) direct 2006-05-01
BAM ADVISOR SERVICES, LLC MEMBER (MANAGER) direct 2007-02-01
BAM ADVISOR SERVICES, LLC MEMBER direct 2007-02-01
BUCKINGHAM ASSET MANAGEMENT, LLC MEMBER (MANAGER) direct 2007-02-01
BUCKINGHAM ASSET MANAGEMENT, LLC MEMBER direct 2007-02-01
BFSG, LLC MEMBER direct 2007-03-01
POWERS CAPITAL INVESTMENTS, INC. MEMBER direct 2016-01-01
JFS WEALTH ADVISORS, LLC MEMBER direct 2007-08-01
ATLAS PRIVATE WEALTH MANAGEMENT, LLC MEMBER (MANAGER) direct 2007-09-01
DION MONEY MANAGEMENT LLC MEMBER direct 2007-09-01
LARA, SHULL & MAY, LLC 100 % OWNER direct 2007-10-01
LARA, SHULL & MAY, LLC MEMBER direct 2007-10-01
WESPAC ADVISORS, LLC MEMBER direct 2008-07-01
JOEL ISAACSON & CO., LLC MEMBER (MANAGER) direct 2009-11-01
LLBH PRIVATE WEALTH MANAGEMENT, LLC MEMBER direct 2009-12-01
LLBH PRIVATE WEALTH MANAGEMENT, LLC MEMBER (MANAGER) direct 2009-12-01
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC MEMBER (MANAGER) direct 2010-01-01
PETTINGA FINANCIAL ADVISORS, LLC MEMBER (MANAGER) direct 2010-12-01
PETTINGA FINANCIAL ADVISORS, LLC MEMBER(MANAGER) direct 2010-12-01
PETTINGA FINANCIAL ADVISORS, LLC MEMBER direct 2010-12-01
THE COLONY GROUP, LLC MEMBER direct 2011-10-01
THE COLONY GROUP, LLC MEMBER (MANAGER) direct 2011-10-01
HUFFORD ADVISORS, LLC MEMBER (MANAGER) direct 2011-09-01
LVW ADVISORS, LLC MANAGING MEMBER direct 2011-10-01
LVW ADVISORS, LLC MEMBER (MANAGER) direct 2011-10-01
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC MEMBER (MANAGER) direct 2011-09-01
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC SOLE MEMBER (MANAGER) direct 2011-09-01
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC MEMBER direct 2011-09-01
VESTOR CAPITAL, LLC MEMBER direct 2012-10-01
MERRIMAN WEALTH MANAGEMENT, LLC MEMBER direct 2012-12-01
MERRIMAN WEALTH MANAGEMENT, LLC MEMBER (MANAGER) direct 2012-12-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMBER (MANAGER) direct 2012-12-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMBER (CONTROLLING) direct 2012-12-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMBER (MANAGING) direct 2012-12-01
BEIRNE WEALTH CONSULTING SERVICES, LLC MEMBER direct 2013-02-01
BEIRNE WEALTH CONSULTING SERVICES, LLC MEMBER (MANAGER) direct 2013-02-01
TELEMUS CAPITAL, LLC MEMBER direct 2013-08-01
LAFLEUR & GODFREY LLC MEMBER (MANAGER) direct 2013-08-01
LAFLEUR & GODFREY LLC MEMBER direct 2013-08-01
STRATEGIC WEALTH PARTNERS GROUP, LLC MEMBER (MANAGER) direct 2014-11-01
INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC MEMBER (MANAGER) direct 2015-02-01
DORCHESTER WEALTH MANAGEMENT COMPANY MEMBER (MANAGER) indirect 2015-04-01
THE FIDUCIARY GROUP, LLC MEMBER (MANAGER) direct 2015-04-01
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC MEMBER (MANAGER) direct 2015-07-01
RELATIVE VALUE PARTNERS GROUP, LLC MEMBER (MANAGER) direct 2015-07-01
FORT PITT CAPITAL GROUP, LLC MEMBER/MANAGER direct 2015-10-01
FORT PITT CAPITAL GROUP, LLC MEMBER direct 2015-10-01
PATTON ALBERTSON MILLER GROUP, LLC MEMBER direct 2015-10-01
KOVITZ INVESTMENT GROUP PARTNERS, LLC MEMBER/MANAGER direct 2016-01-01
DOUGLAS LANE & ASSOCIATES, LLC MEMBER (MANAGER) direct 2016-01-01
CARNICK & KUBIK GROUP, LLC MEMBER direct 2016-04-01
WADDELL & ASSOCIATES, LLC MEMBER direct 2016-04-01
GYL FINANCIAL SYNERGIES, LLC MEMBER (MANAGER) direct 2016-08-01
OREN ADVISORS, LLC MEMBER (MANAGER) direct 2016-10-01
CRESTWOOD ADVISORS GROUP, LLC MEMBER (MANAGER) direct 2017-01-01
ONE CHARLES PRIVATE WEALTH SERVICES, LLC MEMBER (MANAGER) direct 2016-12-01
ONE CHARLES PRIVATE WEALTH SERVICES, LLC MEMBER (MANAGER) direct 2017-02-01
BORDEAUX WEALTH ADVISORS LLC MEMBER (MANAGER) direct 2017-03-01
LAKE STREET ADVISORS GROUP, LLC MEMBER (MANAGER) direct 2017-04-01
BROWNLIE & BRADEN ADVISORS, LLC MEMBER (MANAGER) direct 2016-12-01
ETON ADVISORS GROUP, LLC MEMBER (MANAGER) direct 2017-09-01
OPPENHEIM, ERIC, CARL GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER 03/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CHIEF COMPLIANCE OFFICER-ADVISERS ACT direct 2005-03-01
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CHIEF COMPLIANCE OFFICER direct 2006-03-01
TEACHERS ADVISORS, INC. ACTING CHIEF COMPLIANCE OFFICER direct 2005-10-01
TIAA-CREF INVESTMENT MANAGEMENT LLC ACTING CHIEF COMPLIANCE OFFICER direct 2005-10-01
TIAA-CREF TUITION FINANCING, INC. ACTING CHIEF COMPLIANCE OFFICER direct 2005-10-01
TELEMUS INVESTMENT MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2009-10-01
TELEMUS INVESTMENT MANAGEMENT, LLC CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER direct 2009-10-01
TELEMUS WEALTH ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2009-10-01
TELEMUS WEALTH ADVISORS, LLC CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER direct 2009-10-01
TELEMUS/BEACON INVESTMENT COMPANY LLC CHIEF COMPLIANCE OFFICER direct 2009-10-01
TELEMUS/BEACON INVESTMENT COMPANY LLC CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER direct 2009-10-01
TELEMUS CAPITAL, LLC CHIEF OPERATIONS OFFICER/CHIEF LEGAL OFFICER/CHIEF COMPLIANCE OFFICER direct 2013-08-01
TELEMUS CAPITAL, LLC CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL direct 2013-08-01
TELEMUS CAPITAL, LLC GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER direct 2014-03-01
RAN, GARY, LOUIS PARTNER/CHAIRMAN 08/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
TELEMUS INVESTMENT MANAGEMENT, LLC CHAIRMAN AND CEO direct 2005-02-01
TELEMUS INVESTMENT MANAGEMENT, LLC MANAGING DIRECTOR direct 2005-02-01
TELEMUS INVESTMENT MANAGEMENT, LLC CHIEF INVESTMENT OFFICER direct 2005-02-01
TELEMUS INVESTMENT MANAGEMENT, LLC MANAGER/MEMBER direct 2005-02-01
TELEMUS INVESTMENT MANAGEMENT, LLC CHAIRMAN/MEMBER, BOARD OF MANAGERS indirect 2005-11-01
TELEMUS INVESTMENT MANAGEMENT, LLC CEO / CHAIRMAN indirect 2005-11-01
TELEMUS INVESTMENT MANAGEMENT, LLC MANAGER/MEMBER indirect 2005-11-01
TELEMUS INVESTMENT MANAGEMENT, LLC CHAIRMAN indirect 2005-11-01
TELEMUS INVESTMENT MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2009-06-01
TELEMUS INVESTMENT MANAGEMENT, LLC CHAIRMAN / CHIEF EXECUTIVE OFFICER direct 2013-01-01
TELEMUS WEALTH ADVISORS, LLC CHAIRMAN/MEMBER, BOARD OF MEMBERS indirect 2005-11-01
TELEMUS WEALTH ADVISORS, LLC CHAIRMAN indirect 2005-11-01
TELEMUS WEALTH ADVISORS, LLC CEO / CHAIRMAN indirect 2005-11-01
TELEMUS WEALTH ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2009-06-01
TELEMUS/BEACON INVESTMENT COMPANY LLC CHAIRMAN/MEMBER, BOARD OF MEMBERS indirect 2006-12-01
TELEMUS/BEACON INVESTMENT COMPANY LLC CEO/CHAIRMAN indirect 2006-12-01
TELEMUS/BEACON INVESTMENT COMPANY LLC CHAIRMAN indirect 2006-12-01
TELEMUS/BEACON INVESTMENT COMPANY LLC CHIEF COMPLIANCE OFFICER direct 2009-06-01
TELEMUS/BEACON INVESTMENT COMPANY LLC CHAIRMAN / CHIEF EXECUTIVE OFFICER direct 2013-01-01
TELEMUS CAPITAL, LLC CHIEF EXECUTIVE OFFICER direct 2013-08-01
TELEMUS CAPITAL, LLC PARTNER/CHAIRMAN direct 2013-08-01
SCHLAGHECK, ROBERT, JAMES CHIEF FINANCIAL OFFICER & CONTROLLER 08/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
TELEMUS INVESTMENT MANAGEMENT, LLC CHIEF FINANCIAL OFFICER / CONTROLLER direct 2013-01-01
TELEMUS WEALTH ADVISORS, LLC CHIEF FINANCIAL OFFICER / CONTROLLER direct 2013-01-01
TELEMUS/BEACON INVESTMENT COMPANY LLC CHIEF FINANCIAL OFFICER / CONTROLLER direct 2013-01-01
TELEMUS CAPITAL, LLC CHIEF FINANCIAL OFFICER & CONTROLLER direct 2013-08-01
WILSON, MARY, MENEELY CHIEF OPERATIONS OFFICER 04/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
TELEMUS CAPITAL, LLC CHIEF OPERATIONS OFFICER direct 2016-04-01
FOCUS FINANCIAL PARTNERS, LLC MEMBER FOCUS OPERATING, LLC 01/01/2007 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SCS CAPITAL MANAGEMENT LLC MEMBER indirect 2007-01-01
STRATEGIC POINT INVESTMENT ADVISORS LLC MEMBER indirect 2006-01-01
STRATEGIC POINT INVESTMENT ADVISORS LLC MEMBER indirect 2007-01-01
FOUNDERS FINANCIAL NETWORK, LLC MEMBER direct 2005-07-01
FOUNDERS FINANCIAL NETWORK, LLC MEMBER (MANAGER) indirect 2006-12-01
FOUNDERS FINANCIAL NETWORK, LLC MEMBER indirect 2007-01-01
CAG ACQUISITION, LLC MEMBER direct 2006-01-01
CAG ACQUISITION, LLC MEMBER indirect 2006-12-01
CAG ACQUISITION, LLC SHAREHOLDER indirect 2006-12-01
CAPITAL ADVISORY GROUP, LLC MEMBER indirect 2007-01-01
HOYLECOHEN, LLC MEMBER direct 2006-05-01
HOYLECOHEN, LLC MEMBER indirect 2006-05-01
HOYLECOHEN, LLC MEMBER indirect 2007-01-01
QUANTUM CAPITAL MANAGEMENT DBA QCM, LLC MEMBER direct 2007-01-01
QCM, LLC DBA QUANTUM CAPITAL MANAGEMENT MEMBER indirect 2007-01-01
BAM ADVISOR SERVICES, LLC MEMBER indirect 2006-12-01
BAM ADVISOR SERVICES, LLC MEMBER indirect 2007-01-01
BUCKINGHAM ASSET MANAGEMENT, LLC MEMBER indirect 2006-12-01
BUCKINGHAM ASSET MANAGEMENT, LLC MEMBER indirect 2007-01-01
BFSG, LLC MEMBER indirect 2007-01-01
BFSG, LLC MEMBER indirect 2007-03-01
POWERS CAPITAL INVESTMENTS, INC. MEMBER indirect 2007-01-01
JFS WEALTH ADVISORS, LLC MEMBER indirect 2007-01-01
JFS WEALTH ADVISORS, LLC MEMBER indirect 2007-08-01
ATLAS PRIVATE WEALTH MANAGEMENT, LLC MEMBER indirect 2007-01-01
DION MONEY MANAGEMENT LLC MEMBER indirect 2007-09-01
LARA, MAY & ASSOCIATES, LLC MEMBER indirect 2007-01-01
LARA, SHULL & MAY, LLC MEMBER indirect 2007-10-01
LARA, SHULL & MAY, LLC MEMBER indirect 2007-10-01
WESPAC ADVISORS, LLC MEMBER indirect 2006-12-01
WESPAC ADVISORS, LLC MEMBER indirect 2007-01-01
JOEL ISAACSON & CO., LLC MEMBER (MANAGER) indirect 2006-12-01
JOEL ISAACSON & CO., LLC MEMBER indirect 2007-01-01
JOEL ISAACSON & CO., LLC MEMBER (MANAGER) indirect 2007-01-01
LLBH PRIVATE WEALTH MANAGEMENT, LLC MEMBER indirect 2007-01-01
LLBH PRIVATE WEALTH MANAGEMENT, LLC MEMBER indirect 2007-09-01
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC MEMBER (MANAGER) indirect 2006-12-01
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC MEMBER indirect 2007-01-01
PETTINGA FINANCIAL ADVISORS, LLC MEMBER indirect 2007-01-01
THE COLONY GROUP, LLC MEMBER indirect 2007-01-01
HUFFORD ADVISORS, LLC MEMBER indirect 2007-01-01
LVW ADVISORS, LLC MEMBER indirect 2007-01-01
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC MEMBER indirect 2007-01-01
VESTOR CAPITAL, LLC MEMBER indirect 2007-01-01
MERRIMAN WEALTH MANAGEMENT, LLC MEMBER indirect 2007-01-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMBER indirect 2007-01-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMEBER indirect 2007-01-01
THE PORTFOLIO STRATEGY GROUP, LLC MANAGING MEMBER direct 2012-12-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMBER direct 2012-12-01
TELEMUS CAPITAL, LLC MEMBER indirect 2007-01-01
LAFLEUR & GODFREY LLC MEMBER indirect 2007-01-01
SUMMIT FINANCIAL WEALTH ADVISORS, LLC MEMBER indirect 2007-01-01
GRATUS CAPITAL, LLC MEMBER indirect 2007-01-01
STRATEGIC WEALTH PARTNERS GROUP, LLC MEMBER indirect 2007-01-01
INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC MEMBER indirect 2007-01-01
DORCHESTER WEALTH MANAGEMENT COMPANY MEMBER indirect 2007-01-01
THE FIDUCIARY GROUP, LLC MEMBER indirect 2007-01-01
THE FIDUCIARY GROUP, LLC MEMBER indirect 2015-04-01
RELATIVE VALUE PARTNERS GROUP, LLC MEMBER indirect 2007-01-01
RELATIVE VALUE PARTNERS GROUP, LLC MEMBER indirect 2015-07-01
FORT PITT CAPITAL GROUP, LLC MEMBER indirect 2007-01-01
FORT PITT CAPITAL GROUP, LLC MEMBER (MANAGER) direct 2015-08-01
PATTON ALBERTSON MILLER GROUP, LLC MEMBER indirect 2015-10-01
KOVITZ INVESTMENT GROUP PARTNERS, LLC MEMBER indirect 2007-01-01
KOVITZ INVESTMENT GROUP PARTNERS, LLC MEMBER/MANAGER direct 2015-11-01
DOUGLAS LANE & ASSOCIATES, LLC MEMBER indirect 2007-01-01
CARNICK & KUBIK GROUP, LLC MEMBER indirect 2007-01-01
CARNICK & KUBIK GROUP, LLC MEMBER indirect 2016-04-01
WADDELL & ASSOCIATES, LLC MEMBER indirect 2007-01-01
WADDELL & ASSOCIATES, LLC MEMBER indirect 2016-04-01
GYL FINANCIAL SYNERGIES, LLC MEMBER indirect 2007-01-01
GYL FINANCIAL SYNERGIES, LLC MEMBER indirect 2016-08-01
XML FINANCIAL, LLC MEMBER indirect 2007-01-01
CRESTWOOD ADVISORS GROUP, LLC MEMBER indirect 2007-01-01
ONE CHARLES PRIVATE WEALTH SERVICES, LLC MEMBER indirect 2016-12-01
ONE CHARLES PRIVATE WEALTH SERVICES, LLC MEMBER indirect 2017-02-01
CFO4LIFE GROUP, LLC MEMBER indirect 2007-01-01
BORDEAUX WEALTH ADVISORS LLC MEMBER indirect 2007-01-01
LAKE STREET ADVISORS GROUP, LLC OWNER indirect 2007-01-01
LAKE STREET ADVISORS GROUP, LLC 16-1728260 indirect 2007-01-01
LAKE STREET ADVISORS GROUP, LLC MEMBER indirect 2017-01-01
BROWNLIE & BRADEN ADVISORS, LLC MEMBER indirect 2016-12-01
ETON ADVISORS GROUP, LLC MEMBER indirect 2007-01-01
ETON ADVISORS GROUP, LLC MEMBER indirect 2007-01-01
GW & WADE, LLC MEMBER indirect 2007-01-01
GW & WADE INC MEMBER indirect 2007-09-01
RESNICK INVESTMENT ADVISORS, LLC MEMBER indirect 2007-01-01
GELLER ADVISORY GROUP, LLC MEMBER direct 2006-01-01
GELLER ADVISORY GROUP LTD SHAREHOLDER direct 2006-01-01
GELLER ADVISORY GROUP, LLC MEMBER indirect 2007-01-01
SENTINEL PENSION ADVISORS INC MEMBER indirect 2007-01-01
SENTINEL PENSION ADVISORS INC DIRECT OWNER direct 2007-01-01
WESPAC ADVISORS, LLC MEMBER indirect 2006-12-01
FOCUS FINANCIAL PARTNERS INC. MEMBER FOCUS FINANCIAL PARTNERS, LLC 07/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
FORT PITT CAPITAL GROUP, LLC MEMBER indirect 2018-07-01
KOVITZ INVESTMENT GROUP PARTNERS, LLC MEMBER indirect 2018-07-01
VESTOR CAPITAL, LLC MEMBER indirect 2018-07-01
FORTEM FINANCIAL GROUP, LLC MEMBER indirect 2018-07-01
GYL FINANCIAL SYNERGIES, LLC MEMBER indirect 2018-07-01
GW & WADE, LLC MEMBER indirect 2018-07-01
CORNERSTONE WEALTH GROUP, LLC MEMBER indirect 2018-07-01
BAM ADVISOR SERVICES, LLC MEMBER indirect 2018-07-01
LLBH PRIVATE WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2018-07-01
TELEMUS CAPITAL, LLC MEMBER indirect 2018-07-01
BFSG, LLC MEMBER indirect 2018-07-01
DORCHESTER WEALTH MANAGEMENT COMPANY MEMBER indirect 2018-07-01
XML FINANCIAL, LLC MEMBER indirect 2018-07-01
LARA, MAY & ASSOCIATES, LLC MEMBER indirect 2018-07-01
LAKE STREET ADVISORS GROUP, LLC MEMBER indirect 2018-07-01
BUCKINGHAM ASSET MANAGEMENT, LLC MEMBER indirect 2018-07-01
THE COLONY GROUP, LLC MEMBER indirect 2018-07-01
HOYLECOHEN, LLC MEMBER indirect 2018-07-01
STRATEGIC WEALTH PARTNERS GROUP, LLC MEMBER indirect 2018-07-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
TELEMUS DECORRELATION OPPORTUNITY FUND, LP United States 805-2289217448 Hedge Fund 17,133,272 500,000 Fund of Funds

TELEMUS CAPITAL, LLC

ownership team - last updated 2019-03-15
Name Title Start Date Direct/Indirect % Ownership
FOCUS OPERATING, LLC MEMBER 08/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
GW & WADE, LLC MEMBER (MANAGER) indirect 2007-01-01
GW & WADE, LLC MEMBER direct 2007-09-01
GW & WADE, LLC MEMBER (MANAGER) direct 2007-09-01
RESNICK INVESTMENT ADVISORS, LLC MEMBER direct 2006-06-01
GELLER ADVISORY GROUP, LLC MEMBER direct 2006-01-01
SENTINEL PENSION ADVISORS INC MEMBER direct 2007-01-01
WESPAC ADVISORS, LLC MEMBER direct 2008-07-01
SCS CAPITAL MANAGEMENT LLC MEMBER (MANAGER) direct 2017-07-01
STRATEGIC POINT INVESTMENT ADVISORS LLC MEMBER direct 2006-01-01
STRATEGIC POINT INVESTMENT ADVISORS LLC MEMBER indirect 2006-01-01
STRATEGIC POINT INVESTMENT ADVISORS LLC MEMBER indirect 2006-01-01
FOUNDERS FINANCIAL NETWORK, LLC MEMBER direct 2006-12-01
CAPITAL ADVISORY GROUP, LLC MEMBER (MANAGER) direct 2006-01-01
CAG ACQUISITION, LLC MEMBER direct 2006-01-01
CAG ACQUISITION, LLC MANAGING MEMBER direct 2006-01-01
HOYLECOHEN, LLC MEMBER direct 2006-05-01
HOYLECOHEN, LLC MEMBER (MANAGER) direct 2006-05-01
BAM ADVISOR SERVICES, LLC MEMBER (MANAGER) direct 2007-02-01
BAM ADVISOR SERVICES, LLC MEMBER direct 2007-02-01
BUCKINGHAM ASSET MANAGEMENT, LLC MEMBER (MANAGER) direct 2007-02-01
BUCKINGHAM ASSET MANAGEMENT, LLC MEMBER direct 2007-02-01
BFSG, LLC MEMBER direct 2007-03-01
POWERS CAPITAL INVESTMENTS, INC. MEMBER direct 2016-01-01
JFS WEALTH ADVISORS, LLC MEMBER direct 2007-08-01
ATLAS PRIVATE WEALTH MANAGEMENT, LLC MEMBER (MANAGER) direct 2007-09-01
DION MONEY MANAGEMENT LLC MEMBER direct 2007-09-01
LARA, SHULL & MAY, LLC 100 % OWNER direct 2007-10-01
LARA, SHULL & MAY, LLC MEMBER direct 2007-10-01
WESPAC ADVISORS, LLC MEMBER direct 2008-07-01
JOEL ISAACSON & CO., LLC MEMBER (MANAGER) direct 2009-11-01
LLBH PRIVATE WEALTH MANAGEMENT, LLC MEMBER direct 2009-12-01
LLBH PRIVATE WEALTH MANAGEMENT, LLC MEMBER (MANAGER) direct 2009-12-01
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC MEMBER (MANAGER) direct 2010-01-01
PETTINGA FINANCIAL ADVISORS, LLC MEMBER (MANAGER) direct 2010-12-01
PETTINGA FINANCIAL ADVISORS, LLC MEMBER(MANAGER) direct 2010-12-01
PETTINGA FINANCIAL ADVISORS, LLC MEMBER direct 2010-12-01
THE COLONY GROUP, LLC MEMBER direct 2011-10-01
THE COLONY GROUP, LLC MEMBER (MANAGER) direct 2011-10-01
HUFFORD ADVISORS, LLC MEMBER (MANAGER) direct 2011-09-01
LVW ADVISORS, LLC MANAGING MEMBER direct 2011-10-01
LVW ADVISORS, LLC MEMBER (MANAGER) direct 2011-10-01
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC MEMBER (MANAGER) direct 2011-09-01
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC SOLE MEMBER (MANAGER) direct 2011-09-01
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC MEMBER direct 2011-09-01
VESTOR CAPITAL, LLC MEMBER direct 2012-10-01
MERRIMAN WEALTH MANAGEMENT, LLC MEMBER direct 2012-12-01
MERRIMAN WEALTH MANAGEMENT, LLC MEMBER (MANAGER) direct 2012-12-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMBER (MANAGER) direct 2012-12-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMBER (CONTROLLING) direct 2012-12-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMBER (MANAGING) direct 2012-12-01
BEIRNE WEALTH CONSULTING SERVICES, LLC MEMBER direct 2013-02-01
BEIRNE WEALTH CONSULTING SERVICES, LLC MEMBER (MANAGER) direct 2013-02-01
TELEMUS CAPITAL, LLC MEMBER direct 2013-08-01
LAFLEUR & GODFREY LLC MEMBER (MANAGER) direct 2013-08-01
LAFLEUR & GODFREY LLC MEMBER direct 2013-08-01
STRATEGIC WEALTH PARTNERS GROUP, LLC MEMBER (MANAGER) direct 2014-11-01
INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC MEMBER (MANAGER) direct 2015-02-01
DORCHESTER WEALTH MANAGEMENT COMPANY MEMBER (MANAGER) indirect 2015-04-01
THE FIDUCIARY GROUP, LLC MEMBER (MANAGER) direct 2015-04-01
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC MEMBER (MANAGER) direct 2015-07-01
RELATIVE VALUE PARTNERS GROUP, LLC MEMBER (MANAGER) direct 2015-07-01
FORT PITT CAPITAL GROUP, LLC MEMBER/MANAGER direct 2015-10-01
FORT PITT CAPITAL GROUP, LLC MEMBER direct 2015-10-01
PATTON ALBERTSON MILLER GROUP, LLC MEMBER direct 2015-10-01
KOVITZ INVESTMENT GROUP PARTNERS, LLC MEMBER/MANAGER direct 2016-01-01
DOUGLAS LANE & ASSOCIATES, LLC MEMBER (MANAGER) direct 2016-01-01
CARNICK & KUBIK GROUP, LLC MEMBER direct 2016-04-01
WADDELL & ASSOCIATES, LLC MEMBER direct 2016-04-01
GYL FINANCIAL SYNERGIES, LLC MEMBER (MANAGER) direct 2016-08-01
OREN ADVISORS, LLC MEMBER (MANAGER) direct 2016-10-01
CRESTWOOD ADVISORS GROUP, LLC MEMBER (MANAGER) direct 2017-01-01
ONE CHARLES PRIVATE WEALTH SERVICES, LLC MEMBER (MANAGER) direct 2016-12-01
ONE CHARLES PRIVATE WEALTH SERVICES, LLC MEMBER (MANAGER) direct 2017-02-01
BORDEAUX WEALTH ADVISORS LLC MEMBER (MANAGER) direct 2017-03-01
LAKE STREET ADVISORS GROUP, LLC MEMBER (MANAGER) direct 2017-04-01
BROWNLIE & BRADEN ADVISORS, LLC MEMBER (MANAGER) direct 2016-12-01
ETON ADVISORS GROUP, LLC MEMBER (MANAGER) direct 2017-09-01
OPPENHEIM, ERIC, CARL GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER 03/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CHIEF COMPLIANCE OFFICER-ADVISERS ACT direct 2005-03-01
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CHIEF COMPLIANCE OFFICER direct 2006-03-01
TEACHERS ADVISORS, INC. ACTING CHIEF COMPLIANCE OFFICER direct 2005-10-01
TIAA-CREF INVESTMENT MANAGEMENT LLC ACTING CHIEF COMPLIANCE OFFICER direct 2005-10-01
TIAA-CREF TUITION FINANCING, INC. ACTING CHIEF COMPLIANCE OFFICER direct 2005-10-01
TELEMUS INVESTMENT MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2009-10-01
TELEMUS INVESTMENT MANAGEMENT, LLC CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER direct 2009-10-01
TELEMUS WEALTH ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2009-10-01
TELEMUS WEALTH ADVISORS, LLC CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER direct 2009-10-01
TELEMUS/BEACON INVESTMENT COMPANY LLC CHIEF COMPLIANCE OFFICER direct 2009-10-01
TELEMUS/BEACON INVESTMENT COMPANY LLC CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER direct 2009-10-01
TELEMUS CAPITAL, LLC CHIEF OPERATIONS OFFICER/CHIEF LEGAL OFFICER/CHIEF COMPLIANCE OFFICER direct 2013-08-01
TELEMUS CAPITAL, LLC CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL direct 2013-08-01
TELEMUS CAPITAL, LLC GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER direct 2014-03-01
RAN, GARY, LOUIS PARTNER/CHAIRMAN 08/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
TELEMUS INVESTMENT MANAGEMENT, LLC CHAIRMAN AND CEO direct 2005-02-01
TELEMUS INVESTMENT MANAGEMENT, LLC MANAGING DIRECTOR direct 2005-02-01
TELEMUS INVESTMENT MANAGEMENT, LLC CHIEF INVESTMENT OFFICER direct 2005-02-01
TELEMUS INVESTMENT MANAGEMENT, LLC MANAGER/MEMBER direct 2005-02-01
TELEMUS INVESTMENT MANAGEMENT, LLC CHAIRMAN/MEMBER, BOARD OF MANAGERS indirect 2005-11-01
TELEMUS INVESTMENT MANAGEMENT, LLC CEO / CHAIRMAN indirect 2005-11-01
TELEMUS INVESTMENT MANAGEMENT, LLC MANAGER/MEMBER indirect 2005-11-01
TELEMUS INVESTMENT MANAGEMENT, LLC CHAIRMAN indirect 2005-11-01
TELEMUS INVESTMENT MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2009-06-01
TELEMUS INVESTMENT MANAGEMENT, LLC CHAIRMAN / CHIEF EXECUTIVE OFFICER direct 2013-01-01
TELEMUS WEALTH ADVISORS, LLC CHAIRMAN/MEMBER, BOARD OF MEMBERS indirect 2005-11-01
TELEMUS WEALTH ADVISORS, LLC CHAIRMAN indirect 2005-11-01
TELEMUS WEALTH ADVISORS, LLC CEO / CHAIRMAN indirect 2005-11-01
TELEMUS WEALTH ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2009-06-01
TELEMUS/BEACON INVESTMENT COMPANY LLC CHAIRMAN/MEMBER, BOARD OF MEMBERS indirect 2006-12-01
TELEMUS/BEACON INVESTMENT COMPANY LLC CEO/CHAIRMAN indirect 2006-12-01
TELEMUS/BEACON INVESTMENT COMPANY LLC CHAIRMAN indirect 2006-12-01
TELEMUS/BEACON INVESTMENT COMPANY LLC CHIEF COMPLIANCE OFFICER direct 2009-06-01
TELEMUS/BEACON INVESTMENT COMPANY LLC CHAIRMAN / CHIEF EXECUTIVE OFFICER direct 2013-01-01
TELEMUS CAPITAL, LLC CHIEF EXECUTIVE OFFICER direct 2013-08-01
TELEMUS CAPITAL, LLC PARTNER/CHAIRMAN direct 2013-08-01
SCHLAGHECK, ROBERT, JAMES CHIEF FINANCIAL OFFICER & CONTROLLER 08/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
TELEMUS INVESTMENT MANAGEMENT, LLC CHIEF FINANCIAL OFFICER / CONTROLLER direct 2013-01-01
TELEMUS WEALTH ADVISORS, LLC CHIEF FINANCIAL OFFICER / CONTROLLER direct 2013-01-01
TELEMUS/BEACON INVESTMENT COMPANY LLC CHIEF FINANCIAL OFFICER / CONTROLLER direct 2013-01-01
TELEMUS CAPITAL, LLC CHIEF FINANCIAL OFFICER & CONTROLLER direct 2013-08-01
WILSON, MARY, MENEELY CHIEF OPERATIONS OFFICER 04/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
TELEMUS CAPITAL, LLC CHIEF OPERATIONS OFFICER direct 2016-04-01
FOCUS FINANCIAL PARTNERS, LLC MEMBER FOCUS OPERATING, LLC 01/01/2007 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SCS CAPITAL MANAGEMENT LLC MEMBER indirect 2007-01-01
STRATEGIC POINT INVESTMENT ADVISORS LLC MEMBER indirect 2006-01-01
STRATEGIC POINT INVESTMENT ADVISORS LLC MEMBER indirect 2007-01-01
FOUNDERS FINANCIAL NETWORK, LLC MEMBER direct 2005-07-01
FOUNDERS FINANCIAL NETWORK, LLC MEMBER (MANAGER) indirect 2006-12-01
FOUNDERS FINANCIAL NETWORK, LLC MEMBER indirect 2007-01-01
CAG ACQUISITION, LLC MEMBER direct 2006-01-01
CAG ACQUISITION, LLC MEMBER indirect 2006-12-01
CAG ACQUISITION, LLC SHAREHOLDER indirect 2006-12-01
CAPITAL ADVISORY GROUP, LLC MEMBER indirect 2007-01-01
HOYLECOHEN, LLC MEMBER direct 2006-05-01
HOYLECOHEN, LLC MEMBER indirect 2006-05-01
HOYLECOHEN, LLC MEMBER indirect 2007-01-01
QUANTUM CAPITAL MANAGEMENT DBA QCM, LLC MEMBER direct 2007-01-01
QCM, LLC DBA QUANTUM CAPITAL MANAGEMENT MEMBER indirect 2007-01-01
BAM ADVISOR SERVICES, LLC MEMBER indirect 2006-12-01
BAM ADVISOR SERVICES, LLC MEMBER indirect 2007-01-01
BUCKINGHAM ASSET MANAGEMENT, LLC MEMBER indirect 2006-12-01
BUCKINGHAM ASSET MANAGEMENT, LLC MEMBER indirect 2007-01-01
BFSG, LLC MEMBER indirect 2007-01-01
BFSG, LLC MEMBER indirect 2007-03-01
POWERS CAPITAL INVESTMENTS, INC. MEMBER indirect 2007-01-01
JFS WEALTH ADVISORS, LLC MEMBER indirect 2007-01-01
JFS WEALTH ADVISORS, LLC MEMBER indirect 2007-08-01
ATLAS PRIVATE WEALTH MANAGEMENT, LLC MEMBER indirect 2007-01-01
DION MONEY MANAGEMENT LLC MEMBER indirect 2007-09-01
LARA, MAY & ASSOCIATES, LLC MEMBER indirect 2007-01-01
LARA, SHULL & MAY, LLC MEMBER indirect 2007-10-01
LARA, SHULL & MAY, LLC MEMBER indirect 2007-10-01
WESPAC ADVISORS, LLC MEMBER indirect 2006-12-01
WESPAC ADVISORS, LLC MEMBER indirect 2007-01-01
JOEL ISAACSON & CO., LLC MEMBER (MANAGER) indirect 2006-12-01
JOEL ISAACSON & CO., LLC MEMBER indirect 2007-01-01
JOEL ISAACSON & CO., LLC MEMBER (MANAGER) indirect 2007-01-01
LLBH PRIVATE WEALTH MANAGEMENT, LLC MEMBER indirect 2007-01-01
LLBH PRIVATE WEALTH MANAGEMENT, LLC MEMBER indirect 2007-09-01
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC MEMBER (MANAGER) indirect 2006-12-01
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC MEMBER indirect 2007-01-01
PETTINGA FINANCIAL ADVISORS, LLC MEMBER indirect 2007-01-01
THE COLONY GROUP, LLC MEMBER indirect 2007-01-01
HUFFORD ADVISORS, LLC MEMBER indirect 2007-01-01
LVW ADVISORS, LLC MEMBER indirect 2007-01-01
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC MEMBER indirect 2007-01-01
VESTOR CAPITAL, LLC MEMBER indirect 2007-01-01
MERRIMAN WEALTH MANAGEMENT, LLC MEMBER indirect 2007-01-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMBER indirect 2007-01-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMEBER indirect 2007-01-01
THE PORTFOLIO STRATEGY GROUP, LLC MANAGING MEMBER direct 2012-12-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMBER direct 2012-12-01
TELEMUS CAPITAL, LLC MEMBER indirect 2007-01-01
LAFLEUR & GODFREY LLC MEMBER indirect 2007-01-01
SUMMIT FINANCIAL WEALTH ADVISORS, LLC MEMBER indirect 2007-01-01
GRATUS CAPITAL, LLC MEMBER indirect 2007-01-01
STRATEGIC WEALTH PARTNERS GROUP, LLC MEMBER indirect 2007-01-01
INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC MEMBER indirect 2007-01-01
DORCHESTER WEALTH MANAGEMENT COMPANY MEMBER indirect 2007-01-01
THE FIDUCIARY GROUP, LLC MEMBER indirect 2007-01-01
THE FIDUCIARY GROUP, LLC MEMBER indirect 2015-04-01
RELATIVE VALUE PARTNERS GROUP, LLC MEMBER indirect 2007-01-01
RELATIVE VALUE PARTNERS GROUP, LLC MEMBER indirect 2015-07-01
FORT PITT CAPITAL GROUP, LLC MEMBER indirect 2007-01-01
FORT PITT CAPITAL GROUP, LLC MEMBER (MANAGER) direct 2015-08-01
PATTON ALBERTSON MILLER GROUP, LLC MEMBER indirect 2015-10-01
KOVITZ INVESTMENT GROUP PARTNERS, LLC MEMBER indirect 2007-01-01
KOVITZ INVESTMENT GROUP PARTNERS, LLC MEMBER/MANAGER direct 2015-11-01
DOUGLAS LANE & ASSOCIATES, LLC MEMBER indirect 2007-01-01
CARNICK & KUBIK GROUP, LLC MEMBER indirect 2007-01-01
CARNICK & KUBIK GROUP, LLC MEMBER indirect 2016-04-01
WADDELL & ASSOCIATES, LLC MEMBER indirect 2007-01-01
WADDELL & ASSOCIATES, LLC MEMBER indirect 2016-04-01
GYL FINANCIAL SYNERGIES, LLC MEMBER indirect 2007-01-01
GYL FINANCIAL SYNERGIES, LLC MEMBER indirect 2016-08-01
XML FINANCIAL, LLC MEMBER indirect 2007-01-01
CRESTWOOD ADVISORS GROUP, LLC MEMBER indirect 2007-01-01
ONE CHARLES PRIVATE WEALTH SERVICES, LLC MEMBER indirect 2016-12-01
ONE CHARLES PRIVATE WEALTH SERVICES, LLC MEMBER indirect 2017-02-01
CFO4LIFE GROUP, LLC MEMBER indirect 2007-01-01
BORDEAUX WEALTH ADVISORS LLC MEMBER indirect 2007-01-01
LAKE STREET ADVISORS GROUP, LLC OWNER indirect 2007-01-01
LAKE STREET ADVISORS GROUP, LLC 16-1728260 indirect 2007-01-01
LAKE STREET ADVISORS GROUP, LLC MEMBER indirect 2017-01-01
BROWNLIE & BRADEN ADVISORS, LLC MEMBER indirect 2016-12-01
ETON ADVISORS GROUP, LLC MEMBER indirect 2007-01-01
ETON ADVISORS GROUP, LLC MEMBER indirect 2007-01-01
GW & WADE, LLC MEMBER indirect 2007-01-01
GW & WADE INC MEMBER indirect 2007-09-01
RESNICK INVESTMENT ADVISORS, LLC MEMBER indirect 2007-01-01
GELLER ADVISORY GROUP, LLC MEMBER direct 2006-01-01
GELLER ADVISORY GROUP LTD SHAREHOLDER direct 2006-01-01
GELLER ADVISORY GROUP, LLC MEMBER indirect 2007-01-01
SENTINEL PENSION ADVISORS INC MEMBER indirect 2007-01-01
SENTINEL PENSION ADVISORS INC DIRECT OWNER direct 2007-01-01
WESPAC ADVISORS, LLC MEMBER indirect 2006-12-01
FOCUS FINANCIAL PARTNERS INC. MEMBER FOCUS FINANCIAL PARTNERS, LLC 07/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
FORT PITT CAPITAL GROUP, LLC MEMBER indirect 2018-07-01
KOVITZ INVESTMENT GROUP PARTNERS, LLC MEMBER indirect 2018-07-01
VESTOR CAPITAL, LLC MEMBER indirect 2018-07-01
FORTEM FINANCIAL GROUP, LLC MEMBER indirect 2018-07-01
GYL FINANCIAL SYNERGIES, LLC MEMBER indirect 2018-07-01
GW & WADE, LLC MEMBER indirect 2018-07-01
CORNERSTONE WEALTH GROUP, LLC MEMBER indirect 2018-07-01
BAM ADVISOR SERVICES, LLC MEMBER indirect 2018-07-01
LLBH PRIVATE WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2018-07-01
TELEMUS CAPITAL, LLC MEMBER indirect 2018-07-01
BFSG, LLC MEMBER indirect 2018-07-01
DORCHESTER WEALTH MANAGEMENT COMPANY MEMBER indirect 2018-07-01
XML FINANCIAL, LLC MEMBER indirect 2018-07-01
LARA, MAY & ASSOCIATES, LLC MEMBER indirect 2018-07-01
LAKE STREET ADVISORS GROUP, LLC MEMBER indirect 2018-07-01
BUCKINGHAM ASSET MANAGEMENT, LLC MEMBER indirect 2018-07-01
THE COLONY GROUP, LLC MEMBER indirect 2018-07-01
HOYLECOHEN, LLC MEMBER indirect 2018-07-01
STRATEGIC WEALTH PARTNERS GROUP, LLC MEMBER indirect 2018-07-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
TELEMUS DECORRELATION OPPORTUNITY FUND, LP United States 805-2289217448 Hedge Fund 17,133,272 500,000 Fund of Funds

TELEMUS CAPITAL, LLC

ownership team - last updated 2018-11-05
Name Title Start Date Direct/Indirect % Ownership
FOCUS OPERATING, LLC MEMBER 08/01/2013 Direct 75% or more
Fund Name Position direct/indirect start date end date
GW & WADE, LLC MEMBER (MANAGER) indirect 2007-01-01
GW & WADE, LLC MEMBER direct 2007-09-01
GW & WADE, LLC MEMBER (MANAGER) direct 2007-09-01
RESNICK INVESTMENT ADVISORS, LLC MEMBER direct 2006-06-01
GELLER ADVISORY GROUP, LLC MEMBER direct 2006-01-01
SENTINEL PENSION ADVISORS INC MEMBER direct 2007-01-01
WESPAC ADVISORS, LLC MEMBER direct 2008-07-01
SCS CAPITAL MANAGEMENT LLC MEMBER (MANAGER) direct 2017-07-01
STRATEGIC POINT INVESTMENT ADVISORS LLC MEMBER direct 2006-01-01
STRATEGIC POINT INVESTMENT ADVISORS LLC MEMBER indirect 2006-01-01
STRATEGIC POINT INVESTMENT ADVISORS LLC MEMBER indirect 2006-01-01
FOUNDERS FINANCIAL NETWORK, LLC MEMBER direct 2006-12-01
CAPITAL ADVISORY GROUP, LLC MEMBER (MANAGER) direct 2006-01-01
CAG ACQUISITION, LLC MEMBER direct 2006-01-01
CAG ACQUISITION, LLC MANAGING MEMBER direct 2006-01-01
HOYLECOHEN, LLC MEMBER direct 2006-05-01
HOYLECOHEN, LLC MEMBER (MANAGER) direct 2006-05-01
BAM ADVISOR SERVICES, LLC MEMBER (MANAGER) direct 2007-02-01
BAM ADVISOR SERVICES, LLC MEMBER direct 2007-02-01
BUCKINGHAM ASSET MANAGEMENT, LLC MEMBER (MANAGER) direct 2007-02-01
BUCKINGHAM ASSET MANAGEMENT, LLC MEMBER direct 2007-02-01
BFSG, LLC MEMBER direct 2007-03-01
POWERS CAPITAL INVESTMENTS, INC. MEMBER direct 2016-01-01
JFS WEALTH ADVISORS, LLC MEMBER direct 2007-08-01
ATLAS PRIVATE WEALTH MANAGEMENT, LLC MEMBER (MANAGER) direct 2007-09-01
DION MONEY MANAGEMENT LLC MEMBER direct 2007-09-01
LARA, SHULL & MAY, LLC 100 % OWNER direct 2007-10-01
LARA, SHULL & MAY, LLC MEMBER direct 2007-10-01
WESPAC ADVISORS, LLC MEMBER direct 2008-07-01
JOEL ISAACSON & CO., LLC MEMBER (MANAGER) direct 2009-11-01
LLBH PRIVATE WEALTH MANAGEMENT, LLC MEMBER direct 2009-12-01
LLBH PRIVATE WEALTH MANAGEMENT, LLC MEMBER (MANAGER) direct 2009-12-01
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC MEMBER (MANAGER) direct 2010-01-01
PETTINGA FINANCIAL ADVISORS, LLC MEMBER (MANAGER) direct 2010-12-01
PETTINGA FINANCIAL ADVISORS, LLC MEMBER(MANAGER) direct 2010-12-01
PETTINGA FINANCIAL ADVISORS, LLC MEMBER direct 2010-12-01
THE COLONY GROUP, LLC MEMBER direct 2011-10-01
THE COLONY GROUP, LLC MEMBER (MANAGER) direct 2011-10-01
HUFFORD ADVISORS, LLC MEMBER (MANAGER) direct 2011-09-01
LVW ADVISORS, LLC MANAGING MEMBER direct 2011-10-01
LVW ADVISORS, LLC MEMBER (MANAGER) direct 2011-10-01
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC MEMBER (MANAGER) direct 2011-09-01
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC SOLE MEMBER (MANAGER) direct 2011-09-01
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC MEMBER direct 2011-09-01
VESTOR CAPITAL, LLC MEMBER direct 2012-10-01
MERRIMAN WEALTH MANAGEMENT, LLC MEMBER direct 2012-12-01
MERRIMAN WEALTH MANAGEMENT, LLC MEMBER (MANAGER) direct 2012-12-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMBER (MANAGER) direct 2012-12-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMBER (CONTROLLING) direct 2012-12-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMBER (MANAGING) direct 2012-12-01
BEIRNE WEALTH CONSULTING SERVICES, LLC MEMBER direct 2013-02-01
BEIRNE WEALTH CONSULTING SERVICES, LLC MEMBER (MANAGER) direct 2013-02-01
TELEMUS CAPITAL, LLC MEMBER direct 2013-08-01
LAFLEUR & GODFREY LLC MEMBER (MANAGER) direct 2013-08-01
LAFLEUR & GODFREY LLC MEMBER direct 2013-08-01
STRATEGIC WEALTH PARTNERS GROUP, LLC MEMBER (MANAGER) direct 2014-11-01
INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC MEMBER (MANAGER) direct 2015-02-01
DORCHESTER WEALTH MANAGEMENT COMPANY MEMBER (MANAGER) indirect 2015-04-01
THE FIDUCIARY GROUP, LLC MEMBER (MANAGER) direct 2015-04-01
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC MEMBER (MANAGER) direct 2015-07-01
RELATIVE VALUE PARTNERS GROUP, LLC MEMBER (MANAGER) direct 2015-07-01
FORT PITT CAPITAL GROUP, LLC MEMBER/MANAGER direct 2015-10-01
FORT PITT CAPITAL GROUP, LLC MEMBER direct 2015-10-01
PATTON ALBERTSON MILLER GROUP, LLC MEMBER direct 2015-10-01
KOVITZ INVESTMENT GROUP PARTNERS, LLC MEMBER/MANAGER direct 2016-01-01
DOUGLAS LANE & ASSOCIATES, LLC MEMBER (MANAGER) direct 2016-01-01
CARNICK & KUBIK GROUP, LLC MEMBER direct 2016-04-01
WADDELL & ASSOCIATES, LLC MEMBER direct 2016-04-01
GYL FINANCIAL SYNERGIES, LLC MEMBER (MANAGER) direct 2016-08-01
OREN ADVISORS, LLC MEMBER (MANAGER) direct 2016-10-01
CRESTWOOD ADVISORS GROUP, LLC MEMBER (MANAGER) direct 2017-01-01
ONE CHARLES PRIVATE WEALTH SERVICES, LLC MEMBER (MANAGER) direct 2016-12-01
ONE CHARLES PRIVATE WEALTH SERVICES, LLC MEMBER (MANAGER) direct 2017-02-01
BORDEAUX WEALTH ADVISORS LLC MEMBER (MANAGER) direct 2017-03-01
LAKE STREET ADVISORS GROUP, LLC MEMBER (MANAGER) direct 2017-04-01
BROWNLIE & BRADEN ADVISORS, LLC MEMBER (MANAGER) direct 2016-12-01
ETON ADVISORS GROUP, LLC MEMBER (MANAGER) direct 2017-09-01
OPPENHEIM, ERIC, CARL GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER 03/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CHIEF COMPLIANCE OFFICER-ADVISERS ACT direct 2005-03-01
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CHIEF COMPLIANCE OFFICER direct 2006-03-01
TEACHERS ADVISORS, INC. ACTING CHIEF COMPLIANCE OFFICER direct 2005-10-01
TIAA-CREF INVESTMENT MANAGEMENT LLC ACTING CHIEF COMPLIANCE OFFICER direct 2005-10-01
TIAA-CREF TUITION FINANCING, INC. ACTING CHIEF COMPLIANCE OFFICER direct 2005-10-01
TELEMUS INVESTMENT MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2009-10-01
TELEMUS INVESTMENT MANAGEMENT, LLC CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER direct 2009-10-01
TELEMUS WEALTH ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2009-10-01
TELEMUS WEALTH ADVISORS, LLC CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER direct 2009-10-01
TELEMUS/BEACON INVESTMENT COMPANY LLC CHIEF COMPLIANCE OFFICER direct 2009-10-01
TELEMUS/BEACON INVESTMENT COMPANY LLC CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER direct 2009-10-01
TELEMUS CAPITAL, LLC CHIEF OPERATIONS OFFICER/CHIEF LEGAL OFFICER/CHIEF COMPLIANCE OFFICER direct 2013-08-01
TELEMUS CAPITAL, LLC CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL direct 2013-08-01
TELEMUS CAPITAL, LLC GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER direct 2014-03-01
RAN, GARY, LOUIS PARTNER/CHAIRMAN 08/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
TELEMUS INVESTMENT MANAGEMENT, LLC CHAIRMAN AND CEO direct 2005-02-01
TELEMUS INVESTMENT MANAGEMENT, LLC MANAGING DIRECTOR direct 2005-02-01
TELEMUS INVESTMENT MANAGEMENT, LLC CHIEF INVESTMENT OFFICER direct 2005-02-01
TELEMUS INVESTMENT MANAGEMENT, LLC MANAGER/MEMBER direct 2005-02-01
TELEMUS INVESTMENT MANAGEMENT, LLC CHAIRMAN/MEMBER, BOARD OF MANAGERS indirect 2005-11-01
TELEMUS INVESTMENT MANAGEMENT, LLC CEO / CHAIRMAN indirect 2005-11-01
TELEMUS INVESTMENT MANAGEMENT, LLC MANAGER/MEMBER indirect 2005-11-01
TELEMUS INVESTMENT MANAGEMENT, LLC CHAIRMAN indirect 2005-11-01
TELEMUS INVESTMENT MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2009-06-01
TELEMUS INVESTMENT MANAGEMENT, LLC CHAIRMAN / CHIEF EXECUTIVE OFFICER direct 2013-01-01
TELEMUS WEALTH ADVISORS, LLC CHAIRMAN/MEMBER, BOARD OF MEMBERS indirect 2005-11-01
TELEMUS WEALTH ADVISORS, LLC CHAIRMAN indirect 2005-11-01
TELEMUS WEALTH ADVISORS, LLC CEO / CHAIRMAN indirect 2005-11-01
TELEMUS WEALTH ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2009-06-01
TELEMUS/BEACON INVESTMENT COMPANY LLC CHAIRMAN/MEMBER, BOARD OF MEMBERS indirect 2006-12-01
TELEMUS/BEACON INVESTMENT COMPANY LLC CEO/CHAIRMAN indirect 2006-12-01
TELEMUS/BEACON INVESTMENT COMPANY LLC CHAIRMAN indirect 2006-12-01
TELEMUS/BEACON INVESTMENT COMPANY LLC CHIEF COMPLIANCE OFFICER direct 2009-06-01
TELEMUS/BEACON INVESTMENT COMPANY LLC CHAIRMAN / CHIEF EXECUTIVE OFFICER direct 2013-01-01
TELEMUS CAPITAL, LLC CHIEF EXECUTIVE OFFICER direct 2013-08-01
TELEMUS CAPITAL, LLC PARTNER/CHAIRMAN direct 2013-08-01
SCHLAGHECK, ROBERT, JAMES CHIEF FINANCIAL OFFICER & CONTROLLER 08/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
TELEMUS INVESTMENT MANAGEMENT, LLC CHIEF FINANCIAL OFFICER / CONTROLLER direct 2013-01-01
TELEMUS WEALTH ADVISORS, LLC CHIEF FINANCIAL OFFICER / CONTROLLER direct 2013-01-01
TELEMUS/BEACON INVESTMENT COMPANY LLC CHIEF FINANCIAL OFFICER / CONTROLLER direct 2013-01-01
TELEMUS CAPITAL, LLC CHIEF FINANCIAL OFFICER & CONTROLLER direct 2013-08-01
WILSON, MARY, MENEELY CHIEF OPERATIONS OFFICER 04/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
TELEMUS CAPITAL, LLC CHIEF OPERATIONS OFFICER direct 2016-04-01
FOCUS FINANCIAL PARTNERS, LLC MEMBER FOCUS OPERATING, LLC 01/01/2007 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SCS CAPITAL MANAGEMENT LLC MEMBER indirect 2007-01-01
STRATEGIC POINT INVESTMENT ADVISORS LLC MEMBER indirect 2006-01-01
STRATEGIC POINT INVESTMENT ADVISORS LLC MEMBER indirect 2007-01-01
FOUNDERS FINANCIAL NETWORK, LLC MEMBER direct 2005-07-01
FOUNDERS FINANCIAL NETWORK, LLC MEMBER (MANAGER) indirect 2006-12-01
FOUNDERS FINANCIAL NETWORK, LLC MEMBER indirect 2007-01-01
CAG ACQUISITION, LLC MEMBER direct 2006-01-01
CAG ACQUISITION, LLC MEMBER indirect 2006-12-01
CAG ACQUISITION, LLC SHAREHOLDER indirect 2006-12-01
CAPITAL ADVISORY GROUP, LLC MEMBER indirect 2007-01-01
HOYLECOHEN, LLC MEMBER direct 2006-05-01
HOYLECOHEN, LLC MEMBER indirect 2006-05-01
HOYLECOHEN, LLC MEMBER indirect 2007-01-01
QUANTUM CAPITAL MANAGEMENT DBA QCM, LLC MEMBER direct 2007-01-01
QCM, LLC DBA QUANTUM CAPITAL MANAGEMENT MEMBER indirect 2007-01-01
BAM ADVISOR SERVICES, LLC MEMBER indirect 2006-12-01
BAM ADVISOR SERVICES, LLC MEMBER indirect 2007-01-01
BUCKINGHAM ASSET MANAGEMENT, LLC MEMBER indirect 2006-12-01
BUCKINGHAM ASSET MANAGEMENT, LLC MEMBER indirect 2007-01-01
BFSG, LLC MEMBER indirect 2007-01-01
BFSG, LLC MEMBER indirect 2007-03-01
POWERS CAPITAL INVESTMENTS, INC. MEMBER indirect 2007-01-01
JFS WEALTH ADVISORS, LLC MEMBER indirect 2007-01-01
JFS WEALTH ADVISORS, LLC MEMBER indirect 2007-08-01
ATLAS PRIVATE WEALTH MANAGEMENT, LLC MEMBER indirect 2007-01-01
DION MONEY MANAGEMENT LLC MEMBER indirect 2007-09-01
LARA, MAY & ASSOCIATES, LLC MEMBER indirect 2007-01-01
LARA, SHULL & MAY, LLC MEMBER indirect 2007-10-01
LARA, SHULL & MAY, LLC MEMBER indirect 2007-10-01
WESPAC ADVISORS, LLC MEMBER indirect 2006-12-01
WESPAC ADVISORS, LLC MEMBER indirect 2007-01-01
JOEL ISAACSON & CO., LLC MEMBER (MANAGER) indirect 2006-12-01
JOEL ISAACSON & CO., LLC MEMBER indirect 2007-01-01
JOEL ISAACSON & CO., LLC MEMBER (MANAGER) indirect 2007-01-01
LLBH PRIVATE WEALTH MANAGEMENT, LLC MEMBER indirect 2007-01-01
LLBH PRIVATE WEALTH MANAGEMENT, LLC MEMBER indirect 2007-09-01
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC MEMBER (MANAGER) indirect 2006-12-01
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC MEMBER indirect 2007-01-01
PETTINGA FINANCIAL ADVISORS, LLC MEMBER indirect 2007-01-01
THE COLONY GROUP, LLC MEMBER indirect 2007-01-01
HUFFORD ADVISORS, LLC MEMBER indirect 2007-01-01
LVW ADVISORS, LLC MEMBER indirect 2007-01-01
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC MEMBER indirect 2007-01-01
VESTOR CAPITAL, LLC MEMBER indirect 2007-01-01
MERRIMAN WEALTH MANAGEMENT, LLC MEMBER indirect 2007-01-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMBER indirect 2007-01-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMEBER indirect 2007-01-01
THE PORTFOLIO STRATEGY GROUP, LLC MANAGING MEMBER direct 2012-12-01
THE PORTFOLIO STRATEGY GROUP, LLC MEMBER direct 2012-12-01
TELEMUS CAPITAL, LLC MEMBER indirect 2007-01-01
LAFLEUR & GODFREY LLC MEMBER indirect 2007-01-01
SUMMIT FINANCIAL WEALTH ADVISORS, LLC MEMBER indirect 2007-01-01
GRATUS CAPITAL, LLC MEMBER indirect 2007-01-01
STRATEGIC WEALTH PARTNERS GROUP, LLC MEMBER indirect 2007-01-01
INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC MEMBER indirect 2007-01-01
DORCHESTER WEALTH MANAGEMENT COMPANY MEMBER indirect 2007-01-01
THE FIDUCIARY GROUP, LLC MEMBER indirect 2007-01-01
THE FIDUCIARY GROUP, LLC MEMBER indirect 2015-04-01
RELATIVE VALUE PARTNERS GROUP, LLC MEMBER indirect 2007-01-01
RELATIVE VALUE PARTNERS GROUP, LLC MEMBER indirect 2015-07-01
FORT PITT CAPITAL GROUP, LLC MEMBER indirect 2007-01-01
FORT PITT CAPITAL GROUP, LLC MEMBER (MANAGER) direct 2015-08-01
PATTON ALBERTSON MILLER GROUP, LLC MEMBER indirect 2015-10-01
KOVITZ INVESTMENT GROUP PARTNERS, LLC MEMBER indirect 2007-01-01
KOVITZ INVESTMENT GROUP PARTNERS, LLC MEMBER/MANAGER direct 2015-11-01
DOUGLAS LANE & ASSOCIATES, LLC MEMBER indirect 2007-01-01
CARNICK & KUBIK GROUP, LLC MEMBER indirect 2007-01-01
CARNICK & KUBIK GROUP, LLC MEMBER indirect 2016-04-01
WADDELL & ASSOCIATES, LLC MEMBER indirect 2007-01-01
WADDELL & ASSOCIATES, LLC MEMBER indirect 2016-04-01
GYL FINANCIAL SYNERGIES, LLC MEMBER indirect 2007-01-01
GYL FINANCIAL SYNERGIES, LLC MEMBER indirect 2016-08-01
XML FINANCIAL, LLC MEMBER indirect 2007-01-01
CRESTWOOD ADVISORS GROUP, LLC MEMBER indirect 2007-01-01
ONE CHARLES PRIVATE WEALTH SERVICES, LLC MEMBER indirect 2016-12-01
ONE CHARLES PRIVATE WEALTH SERVICES, LLC MEMBER indirect 2017-02-01
CFO4LIFE GROUP, LLC MEMBER indirect 2007-01-01
BORDEAUX WEALTH ADVISORS LLC MEMBER indirect 2007-01-01
LAKE STREET ADVISORS GROUP, LLC OWNER indirect 2007-01-01
LAKE STREET ADVISORS GROUP, LLC 16-1728260 indirect 2007-01-01
LAKE STREET ADVISORS GROUP, LLC MEMBER indirect 2017-01-01
BROWNLIE & BRADEN ADVISORS, LLC MEMBER indirect 2016-12-01
ETON ADVISORS GROUP, LLC MEMBER indirect 2007-01-01
ETON ADVISORS GROUP, LLC MEMBER indirect 2007-01-01
GW & WADE, LLC MEMBER indirect 2007-01-01
GW & WADE INC MEMBER indirect 2007-09-01
RESNICK INVESTMENT ADVISORS, LLC MEMBER indirect 2007-01-01
GELLER ADVISORY GROUP, LLC MEMBER direct 2006-01-01
GELLER ADVISORY GROUP LTD SHAREHOLDER direct 2006-01-01
GELLER ADVISORY GROUP, LLC MEMBER indirect 2007-01-01
SENTINEL PENSION ADVISORS INC MEMBER indirect 2007-01-01
SENTINEL PENSION ADVISORS INC DIRECT OWNER direct 2007-01-01
WESPAC ADVISORS, LLC MEMBER indirect 2006-12-01
FOCUS FINANCIAL PARTNERS INC. MEMBER FOCUS FINANCIAL PARTNERS, LLC 07/01/2018 Indirect 75% or more
Fund Name Position direct/indirect start date end date
FORT PITT CAPITAL GROUP, LLC MEMBER indirect 2018-07-01
KOVITZ INVESTMENT GROUP PARTNERS, LLC MEMBER indirect 2018-07-01
VESTOR CAPITAL, LLC MEMBER indirect 2018-07-01
FORTEM FINANCIAL GROUP, LLC MEMBER indirect 2018-07-01
GYL FINANCIAL SYNERGIES, LLC MEMBER indirect 2018-07-01
GW & WADE, LLC MEMBER indirect 2018-07-01
CORNERSTONE WEALTH GROUP, LLC MEMBER indirect 2018-07-01
BAM ADVISOR SERVICES, LLC MEMBER indirect 2018-07-01
LLBH PRIVATE WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2018-07-01
TELEMUS CAPITAL, LLC MEMBER indirect 2018-07-01
BFSG, LLC MEMBER indirect 2018-07-01
DORCHESTER WEALTH MANAGEMENT COMPANY MEMBER indirect 2018-07-01
XML FINANCIAL, LLC MEMBER indirect 2018-07-01
LARA, MAY & ASSOCIATES, LLC MEMBER indirect 2018-07-01
LAKE STREET ADVISORS GROUP, LLC MEMBER indirect 2018-07-01
BUCKINGHAM ASSET MANAGEMENT, LLC MEMBER indirect 2018-07-01
THE COLONY GROUP, LLC MEMBER indirect 2018-07-01
HOYLECOHEN, LLC MEMBER indirect 2018-07-01
STRATEGIC WEALTH PARTNERS GROUP, LLC MEMBER indirect 2018-07-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
TELEMUS DECORRELATION OPPORTUNITY FUND, LP United States 805-2289217448 Hedge Fund 13,360,671 500,000 Fund of Funds

TELEMUS CAPITAL, LLC

ownership team - last updated 2018-01-02
Name Title Start Date Direct/Indirect % Ownership

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