Telligent Investment Management, Llc
- Regulatory AUM
- $210M
- Discretionary
- $210M
- Clients
- 4
- Avg AUM / client
- $52.4M
- Accounts
- 4
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 0 | $0 | — |
| High net worth individuals | 0 | $0 | — |
| Banking or thrift institutions | 0 | $0 | — |
| Pooled investment vehicles (non-investment companies) | 4 | $210M | 100.0% |
| Pension and profit sharing plans | 0 | $0 | — |
| Charitable organizations | 0 | $0 | — |
| State or municipal government entities | 0 | $0 | — |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 0 | $0 | — |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $147M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Telligent Master Fund, Lp master | Hedge Fund | Cayman Islands | $147M | 59 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lin, Chingshan | Managing Member / Chief Investment Officer | Jul 2017 (9y) | 25% – 50% | |
| Lin, George, Yuehshyan | Managing Member / Chief Executive Officer | Jul 2017 (9y) | 25% – 50% | |
| Lin, John, Jiun Haun | Managing Director / Head Of Business Development | Jul 2017 (9y) | 10% – 25% | |
| Ko, Sung Kei | Chief Operating Officer / Chief Compliance Officer | Apr 2020 (6y) | Less than 5% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $147M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Telligent Master Fund, Lp | Hedge Fund | $147M | $1.0M | 59 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 1.29 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗