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Thomas J. Herzfeld Advisors

Company Profile
Thomas J. Herzfeld Advisors is a fund manager in Miami Beach with $558.74 mm assets under management.

Company profile

Website
www.herzfeldjapan.com/
Employees
Incorporated
Florida
Location
Florida
Fiscal year end
Dec 31
Industry
Hedge Fund
SEC CIK
0001509510
IRS number
592414380
SEC advisor number
801-20866
FINRA CRD number
108369
AUM ?
$558.74 mm (as of 17 Oct 22)
Accounts
283 (as of 17 Oct 22)
Employees
9 (4 investment advisory or research)
Address
Thomas J. Herzfeld Advisors
119 WASHINGTON AVENUE, SUITE 504
MIAMI BEACH
FL 33139
Phone
305-271-1900
Brochures
  • Thomas J. Herzfeld Advisors, Inc. Firm Brochure October 17 2022 (17 Oct 22)

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)
PX14A6G
Letter to shareholders
26 Aug 21
Latest ownership filings
View all
SC 13G
TORTOISE ENERGY INDEPENDENCE FUND, INC.
10 Jan 23
SC 13G/A
TORTOISE ENERGY INDEPENDENCE FUND, INC.
10 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
SC 13G/A
PROSHARES TRUST
3 Oct 22
SC 13G
PROSHARES TRUST
6 Sep 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21
13F-HR
Quarterly holdings report by institutional manager
16 Aug 21
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