SourcingSourcing

TEALWOOD ASSET MANAGEMENT INC

A73
CRD 105245·SEC 801-29095·MINNEAPOLIS, MN
AUM
$365.4M
$100M-$500M
Est. Revenue
$3.7M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TEALWOOD ASSET MANAGEMENT INC
CRD
105245
SEC file #
801-29095
EIN
411569172
DBA names
Tealwood Asset Management

Economics

AUM
$365.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$388.1M → $365.4M▼ -6%
Client mix
Individuals High Net Worth169
Individuals Other61
Investment Companies1

Operations

Employees (total)
7
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
10 advisors → 4 advisors▼ -60%
Primary office
MINNEAPOLIS MN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/06/2026
ADV-W filed at
—
Website
linkedin.com/company/tealwood-asset-management(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MAHAR, CHARLES, CHEYNE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
MAHAR, CHARLES, CHEYNE
MOSELEY, STEPHEN, PEET
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
6,223
Form 5500 Compensation Trajectory 3y
20256,223
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
6,223
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001164062
Edgar Registered
Yes
Edgar Filing Count
104
Edgar First Filing Date
2002-02-14
Edgar Last Filing Date
2026-04-09
Edgar 13f Count
98
Edgar 13f Latest AUM Estimate
Filing Date2026-04-09
Accession0001580642-26-002409

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
120 SOUTH 6TH STREETSUITE 1900MINNEAPOLIS, MN 55402
Business
120 SOUTH 6TH STREETSUITE 1900MINNEAPOLIS, MN 55402
Edgar EIN
411569172
Edgar Recent Filings
13F-HR2026-04-09 · 0001580642-26-002409
13F-HR2026-01-07 · 0001580642-26-000107
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1090893
Trust Company Affiliate
No

People (6)

6
MAHAR, CHARLES, CHEYNE
IAR · Direct Owner · 62.5%
1090893
MOSELEY, STEPHEN, PEET
IAR · Direct Owner · 17.5%
4230374
RICHTER, STEVEN, MATTHEW
IAR · Direct Owner · 17.5%
4994232
ZEVNICK, JOHN, CARL
IAR · Executive Officer · 2.5%
6130234
WARNEKE, MICHELLE, ELIZABETH
Executive Officer · 2.5%
6692641
DAVID YOUNG NEAL
IAR
4343266