Telegraph Hill Investment Counsel (San Francisco)

Name: Telegraph Hill Investment Counsel
Address: Two Embarcadero Center, San Francisco, CA, 94111
Telephone: 415-956-4500

Telegraph Hill Investment Counsel is a large advisory firm based in San Francisco. It manages $246.21 million of regulatory assets for 99 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Telegraph Hill Investment Counsel provides portfolio management for individuals and small businesses and 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.

Telegraph Hill Investment Counsel: assets under management

The assets under management (AUM) of Telegraph Hill Investment Counsel is $246.21 million. The firm's AUM has gone down by -40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $228.09 million in discretionary accounts and $18.11 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.72 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.21 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Telegraph Hill Investment Counsel for their services and products based on a percentage of assets under management. 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 San Francisco

The principal office where Telegraph Hill Investment Counsel performs its advisory services is located at Two Embarcadero Center, San Francisco, CA 94111, 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 415-956-4500 or by fax 415-956-4589. The normal business hours are 7 am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.thil.com.

Telegraph Hill Investment Counsel (San Francisco)

Telegraph Hill Investment Counsel: assets under management

Fees & Commissions

Based in San Francisco

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