Thomas J. Herzfeld Advisors, Inc.
herzfeld.com Direct investor
Thomas J. Herzfeld Advisors is an SEC-registered investment advisory firm founded in 1984, specializing in closed-end fund investing. It offers various investment strategies to institutional investors, wealth managers, and high net worth individuals.
Thomas J. Herzfeld Advisors, Inc. is an asset manager headquartered in Miami Beach, United States, founded in 1984. It invests directly in companies, in closed-end funds, fixed income, municipal bonds and preferred shares. $1B+ under management, as it reports.
“We focus on uncovering distinctive opportunities and providing innovative strategies to protect capital and deliver quality returns for our investors, with lower correlation to the broader markets.”
— Thomas J. Herzfeld Advisors, Inc., own website
- Layer
- Direct investor
- Type
- Asset manager
- Stage
- Not applicable
- Headquarters
- Miami Beach, United States
- Invests in
- US
- Sectors
- closed-end funds, fixed income, municipal bonds, preferred shares, CLO equity
- Founded
- 1984
- Assets under management
- $1B+
Team, as Thomas J. Herzfeld Advisors, Inc. publishes it
- Thomas J. Herzfeld Founder/Chairman
- Erik Herzfeld President & Portfolio Manager
- Brigitta Herzfeld Managing Partner
- Thomas Morgan, Esq. CCO, COO, General Counsel, Controller
- Ryan Paylor Portfolio Manager
- Alex Knapp, CFA Portfolio Manager
- Timothy Yan Head of Marketing & Distribution
- Alice Tham Head of Operations
- Kevin Carey-Trickett Head of Private Fund Operations
- George Wood Deputy Chief Compliance Officer and Head of Risk Management
- Donna Murphy Compliance Associate
- Rhowan Ahmed Senior Investment Analyst
Names and roles exactly as listed on herzfeld.com. Nothing else about these people is recorded.
Where this comes from
Every fact above was read from a page Thomas J. Herzfeld Advisors, Inc. publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://www.herzfeld.com/name, is_investor, layer, type, hq_country, hq_city, invests_in_geographies, thesis_quote, thesis_quote_page, description, founded, aum, status
- https://www.herzfeld.com/investment-strategiessectors
- https://www.herzfeld.com/teampeople
Is this record wrong or stale? Report a mistake — it reaches us directly, no email address to look up.
Record 4106 · added 2026-09-03 · link last verified 2026-09-21 · confidence high
Similar investors
- 1607 Capital Partners, LLCAsset manager · Not applicable · Richmond, United States
- 40/86 Advisors, INC.Asset manager · Not applicable · Carmel, United States
- Mairs & PowerAsset manager · Not applicable · Saint Paul, United States
- Absolute Investment Advisers, LLCAsset manager · Not applicable · Rosemary Beach, United States
- ASA Asset Management LLCAsset manager · Not applicable · New York, United States
- Bear Creek Asset Management, LLCAsset manager · Denver, United States