Telsey Consumer Fund Management Lp
Answer a few questions and
get matched with an advisor.
Learn more about Telsey Consumer Fund Management Lp
Overview
Telsey Consumer Fund Management Lp operates as a financial advisory company that has its headquarters in New York, New York. It handles $26.0 million in assets across two accounts. The firm has a small team, including 1 financial advisor. Telsey Consumer Fund Management Lp is not a registered broker-dealer, signifying that it cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are exchangable financial assets like equities, bonds and options.
Telsey Consumer Fund Management Lp manages all of the company's accounts in a discretionary manner. Discretionary management means that an investment advisor makes buy and sell judgments for the client's account without needing the client's consent. Telsey Consumer Fund Management Lp manages about $13.0 million in assets for each customer account. The typical financial advisor at Telsey Consumer Fund Management Lp oversees around two client accounts, placing it among the most personalized advisor firms in the country.
Telsey Consumer Fund Management Lp's central office is at 555 Fifth Avenue, New York, New York 10017. It is permitted to provide services to clients in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Telsey Consumer Fund Management Lp by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$26.0 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
5
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
2
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$13.0 million
Products and Services
Telsey Consumer Fund Management Lp provides multiple financial services, including portfolio management for pooled investment vehicles, portfolio management for institutional clients and publication of newsletters. In the past fiscal year, the firm provided 1-10 of its accounts with financial planning services. The company does not sell products or offer services aside from investment advisory services to its investment advisory customers. Telsey Consumer Fund Management Lp is also affiliated with a number of other service providers in the financial services industry, including with a broker-dealer or securities dealer.
Core Advisor Services
-
Find a firm that offers this service
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Find a firm that offers this service
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Find a firm that offers this service
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
-
Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management are based on which service is offered. However, fee types charged by Telsey Consumer Fund Management Lp likely include some combination of the following fee types: asset-based, fixed or performance-based. The firm does not provide a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm caters to pooled investment vehicles. Out of its two clients, Telsey Consumer Fund Management Lp's biggest client group is pooled investment vehicles. None of the firm's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Telsey Consumer Fund Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.