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Templeton & Phillips Capital Management, LLC

● SEC registered since 2009CRD 149101SEC# 801-70802Lookout Mountain, TN
Export (members)
Ranks #4,365 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$278.1M
Fund GAV
$43.1M
Private funds
1
Employees
3
Accounts
109
Location
Lookout Mountain, TN

Templeton & Phillips Capital Management, LLC assets under management

Templeton & Phillips Capital Management, LLC is an investment advisory firm registered with the SEC based in Lookout Mountain, TN. The firm has been registered since 2009. It reports $278.1 million in regulatory assets under management and employs 3 people. Templeton & Phillips Capital Management, LLC manages 1 private fund with combined gross assets of $43.1 million, including Templeton & Phillips Partners Fund, LLC. By regulatory assets, it ranks 4,365 of 5,911 private fund managers.

Templeton & Phillips Capital Management, LLC private funds

1 funds · $43.1M GAV
FundTypeGross assetsMin.
Templeton & Phillips Partners Fund, LLCHedge$43.1M$1M

Templeton & Phillips Capital Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
David Scott Phillips ControlManaging Member Chief Compliance OfficerUnder 5%2017
Lauren Cortney Templeton ControlManaging MemberOver 75%2001

Frequently asked questions

How much does Templeton & Phillips Capital Management, LLC manage?

Templeton & Phillips Capital Management, LLC reports $278.1 million in regulatory assets under management on its Form ADV.

How many private funds does Templeton & Phillips Capital Management, LLC manage?

Templeton & Phillips Capital Management, LLC manages 1 private funds with combined gross assets of $43.1 million.

How many employees does Templeton & Phillips Capital Management, LLC have?

Templeton & Phillips Capital Management, LLC reports 3 employees.

Where is Templeton & Phillips Capital Management, LLC located?

Templeton & Phillips Capital Management, LLC is based in Lookout Mountain, TN and has been SEC-registered since 2009.

Does Templeton & Phillips Capital Management, LLC disclose fund performance?

Templeton & Phillips Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address810 Scenic Highway, Lookout Mountain, TN 37350
Phone423-826-0944
Fax423-826-0949
Office hours8:30 a.m. To 5 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$229.5M
Non-discretionary$48.6M
Total (RAUM)$278.1M

Service providers

Prime broker
Custodian