Thomas J. Herzfeld Advisors is a fund manager in Miami Beach with $558.74 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
592414380
SEC advisor number
801-20866
FINRA CRD number
108369
AUM ?
$726.87 mm
(as of 28 Mar 24)
Accounts
280
(as of 28 Mar 24)
Employees
9
(4 investment advisory or research)
Address
Thomas J. Herzfeld Advisors
119 WASHINGTON AVENUE, SUITE 504
MIAMI BEACH
FL 33139
119 WASHINGTON AVENUE, SUITE 504
MIAMI BEACH
FL 33139
Phone
305-271-1900
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Thomas J. Herzfeld Advisors, Inc. | $558.74 mm | |
the HCM Master Fund Limited | $188.36 mm | Hedge Fund |
HCM Cayman Feeder LTD | ||
HCM Us Feeder LP |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
SC 13G
OFS Credit Company, Inc.
17 Jan 24
SC 13G/A
TORTOISE ENERGY INDEPENDENCE FUND, INC.
17 Jan 24
SC 13G/A
Carlyle Credit Income Fund
5 Dec 23
SC 13G/A
TORTOISE ENERGY INDEPENDENCE FUND, INC.
5 Dec 23
SC 13G
Destra Multi-Alternative Fund
17 Nov 23
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
SC 13G
Carlyle Credit Income Fund
16 Aug 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
16 Aug 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
16 Aug 23