Telemetry Investments, L.L.C. (New York)


Telemetry Investments, L.L.C. is a large advisory firm based in New York. It manages $108.61 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006.

Telemetry Investments, L.L.C provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Telemetry Investments, L.L.C: assets under management

The assets under management (AUM) of Telemetry Investments, L.L.C. is $108.61 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $108.61 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $54.31 million each.
Telemetry Investments, L.L.C has custody of $108.61 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Telemetry Investments, L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Telemetry Investments, L.L.C serves?

The only and largest group of clients of Telemetry Investments, L.L.C is pooled investment vehicles with 1 clients and $108.61 million of assets under management. Among the 11 most similar advisory firms, Telemetry Investments, L.L.C has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $108.61 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Telemetry Investments, L.L.C also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $500,000 for each fund.

Careers at Telemetry Investments, L.L.C.

The company employs 6 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Andrew Jordon Schorr Chief executive officer, chief compliance officer and managing member 1 Jan 1999 50% - 75% 1988818
James A Phillips Chief operating officer/chief compliance officer 1 Jan 1999 Other 1642964
James Ashwill Phillips Chief compliance officer 1 Dec 1999 Other 1642964
Dwight Andrew Eyrick Chief operating officer 1 Mar 2008 Other 2087330
Daniel Philip Schorr Chief investment officer and member 1 Jul 2008 25% - 50% 2468199

Based in New York

The principal office where Telemetry Investments, L.L.C. performs its advisory services is located at 545 Fifth Avenue, New York, NY 10017 3630, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-425-9700 or by fax 212-425-5550. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at telemetry-investments.com.