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Telemus Capital Partners
Telemus Capital Partners was established in 2005 by Gary Ran, Lyle Wolberg, and Bob Stone. The three founders built the firm from prior roles at Merrill Lynch...
Telemus Capital Partners
Telemus Capital Partners was established in 2005 by Gary Ran, Lyle Wolberg, and Bob Stone. The three founders built the firm from prior roles at Merrill Lynch and UBS. It serves multiple families through coordinated investment, planning, and advisory services. The firm allocates across private equity, hedge funds, private credit, real estate, and digital assets. It uses direct co-investments, SPVs, and fund-of-funds structures. Geographic reach centers on North America. Focus Financial Partners acquired a minority stake in 2013. Gary Ran holds membership in YPO. Lyle Wolberg maintains ties to Tiger 21. The firm supports First Tee of Greater Detroit, ORT America, and The Children's Foundation.
General information
Firm type
Multi Family Office
Year founded
2005
AUM
3000 (Altss estimate)
Location
Region
North America
Country
United States
City
Southfield
Corporate office
Southfield, MI, United States
Principals
Gary Ran
Chairman and CEO
Lyle Wolberg
Partner and Senior Financial Life Advisor
Bob Stone
Co-founder and Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Telemus Capital Partners?
Gary Ran serves as Chairman and CEO. Lyle Wolberg and Bob Stone act as partners with direct involvement in client mandates.
How is Telemus Capital Partners structured relative to its founders’ prior firms?
The firm operates independently after the 2013 minority investment by Focus Financial Partners. It retains founder-led governance.
Does Telemus Capital Partners participate in fund commitments or only direct deals?
It uses both fund commitments and direct co-investments or SPVs across private markets.
Where does the underlying wealth come from?
Client wealth originates from families and institutions advised by the founding partners during their Merrill Lynch and UBS tenures.
What investment stages does Telemus Capital Partners typically target?
The firm targets growth-stage opportunities alongside established private equity and real-asset holdings.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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