Telesis Capital, LLC (Marina Del Rey)

Telesis Capital, LLC is a mid-sized advisory firm based in Marina Del Rey. It manages $83.82 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California and Massachusetts.

Telesis Capital provides portfolio management for businesses and institutional clients and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Telesis Capital: assets under management

The assets under management (AUM) of Telesis Capital, LLC is $83.82 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $83.82 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $11.97 million each.

Telesis Capital has custody of $317 thousand in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Telesis Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Marina Del Rey

The principal office where Telesis Capital, LLC performs its advisory services is located at Marina Studios, 4223 Glencoe Avenue, Marina Del Rey, CA 90292, which is also the mailing address of the firm. An additional office of the firm is in Duxbury, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-574-8610 or by fax 310-577-1330. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.

Telesis Capital, LLC (Marina Del Rey)

Telesis Capital: assets under management

Fees & Commissions

Based in Marina Del Rey

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