TELLONE MANAGEMENT GROUP INC
CRD #111051 SEC #801-29982 ANAHEIM HILLS, CA 714-998-2290
SEC Registered Private Funds Disclosures
Total AUM
$505.3M
Discretionary
$505.3M
Employees
9
Clients
1
Accounts
495
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $505.3M | $505.3M | $0 | 9 | 3 |
| Mar 2021 | $494.8M | $494.8M | $0 | 10 | 2 |
| Nov 2020 | $429.8M | $429.8M | $0 | 11 | 2 |
| Jul 2020 | $429.8M | $429.8M | $0 | 11 | 2 |
| Jun 2020 | $429.8M | $429.8M | $0 | 11 | 2 |
| Mar 2020 | $429.8M | $429.8M | $0 | 11 | 2 |
| Nov 2019 | $383M | $383M | $0 | 9 | 0 |
| Mar 2019 | $383M | $383M | $0 | 9 | 0 |
| Mar 2018 | $404.6M | $404.6M | $0 | 10 | 0 |
| May 2017 | $338.9M | $338.9M | $0 | 10 | 700 |
| Mar 2017 | $338.9M | $338.9M | $0 | 10 | 700 |
| Mar 2016 | $318.1M | $318.1M | $0 | 7 | 600 |
| Apr 2015 | $304.5M | $304.5M | $0 | 7 | 600 |
| Mar 2014 | $305.2M | $305.2M | $0 | 7 | 500 |
| Apr 2013 | $287.6M | $287.6M | $0 | 7 | 500 |
| Mar 2012 | $243M | $243M | $0 | 1 | 500 |
| May 2011 | $182.8M | $182.8M | $0 | 5 | -- |
| Mar 2011 | $182.8M | $182.8M | $0 | 5 | -- |
| Jan 2010 | $154.6M | $154.6M | $0 | 5 | -- |
| Jan 2008 | $145.5M | $145.5M | $0 | 5 | -- |
| Jan 2007 | $134.6M | $134.6M | $0 | 5 | -- |
| Jan 2006 | $130.4M | $130.4M | $0 | 5 | -- |
| Sep 2005 | $117M | $117M | $0 | 5 | -- |
| Jan 2005 | $117M | $117M | $0 | 5 | -- |
DateMar 2022
Total AUM$505.3M
Discretionary$505.3M
Non-Disc.$0
Employees9
Clients3
DateMar 2021
Total AUM$494.8M
Discretionary$494.8M
Non-Disc.$0
Employees10
Clients2
DateNov 2020
Total AUM$429.8M
Discretionary$429.8M
Non-Disc.$0
Employees11
Clients2
DateJul 2020
Total AUM$429.8M
Discretionary$429.8M
Non-Disc.$0
Employees11
Clients2
DateJun 2020
Total AUM$429.8M
Discretionary$429.8M
Non-Disc.$0
Employees11
Clients2
DateMar 2020
Total AUM$429.8M
Discretionary$429.8M
Non-Disc.$0
Employees11
Clients2
DateNov 2019
Total AUM$383M
Discretionary$383M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$383M
Discretionary$383M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$404.6M
Discretionary$404.6M
Non-Disc.$0
Employees10
Clients0
DateMay 2017
Total AUM$338.9M
Discretionary$338.9M
Non-Disc.$0
Employees10
Clients700
DateMar 2017
Total AUM$338.9M
Discretionary$338.9M
Non-Disc.$0
Employees10
Clients700
DateMar 2016
Total AUM$318.1M
Discretionary$318.1M
Non-Disc.$0
Employees7
Clients600
DateApr 2015
Total AUM$304.5M
Discretionary$304.5M
Non-Disc.$0
Employees7
Clients600
DateMar 2014
Total AUM$305.2M
Discretionary$305.2M
Non-Disc.$0
Employees7
Clients500
DateApr 2013
Total AUM$287.6M
Discretionary$287.6M
Non-Disc.$0
Employees7
Clients500
DateMar 2012
Total AUM$243M
Discretionary$243M
Non-Disc.$0
Employees1
Clients500
DateMay 2011
Total AUM$182.8M
Discretionary$182.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$182.8M
Discretionary$182.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$154.6M
Discretionary$154.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$145.5M
Discretionary$145.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$134.6M
Discretionary$134.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$130.4M
Discretionary$130.4M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$117M
Discretionary$117M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$117M
Discretionary$117M
Non-Disc.$0
Employees5
Clients--