Telos Partners LLC
● SEC registered since 2026CRD 340922SEC# 801-136053Avon, CT
Reg. AUM
$139.5M
Employees
3
Accounts
271
Location
Avon, CT
Telos Partners LLC assets under management
Telos Partners LLC operates as an SEC-registered investment adviser based in Avon, CT. The firm has been registered since 2026. It reports $139.5 million in regulatory assets under management and employs 3 people.
Telos Partners LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Forrest Stevenson Control | Managing Partner & Senior Advisor | Under 5% | 2026 |
| Evolve Investing LLC | Owner | 50-75% | 2020 |
| Forrest Financial Partners LLC | Owner | 50-75% | 2023 |
| Peter Fergus Hughes Control | Managing Partner And Chief Compliance Officer | Under 5% | 2026 |
| Christopher Forrest Stevenson Control | Managing Partner, Cco, Iar | Over 75% | 2023 |
| Peter Fergus Hughes Control | Principal And Cco | Over 75% | 2020 |
Frequently asked questions
How much does Telos Partners LLC manage?
Telos Partners LLC reports $139.5 million in regulatory assets under management on its Form ADV.
How many employees does Telos Partners LLC have?
Telos Partners LLC reports 3 employees.
Where is Telos Partners LLC located?
Telos Partners LLC is based in Avon, CT and has been SEC-registered since 2026.
Does Telos Partners LLC disclose fund performance?
Telos Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 124 Simsbury Rd, Bldg 1 Ste 202, Avon, CT 06001 |
| Phone | (646)907-9424 |
| Office hours | By Appointment Only |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,306 advisers
EmployeesTop 77%
More than 23% of 16,824 advisers
Assets under management
$139.5Mregulatory AUM
Discretionary $139.5M