Thomas J. Herzfeld Advisors, Inc.
Overview
Thomas J. Herzfeld Advisors, Inc. is a private investment firm specializing in closed-end fund investments and portfolio management. Founded in 1984, the firm offers a variety of investment strategies to institutional investors, wealth managers, and high-net-worth individuals, leveraging decades of experience in closed-end fund investing to uncover overlooked market segments and capture value in unexpected areas. The firm's investment strategies include Herzfeld Balanced & Flexible Composite, Herzfeld Fixed Income Composite, Herzfeld Foreign Equity & Fixed Income Composite, Herzfeld U.S. Equity Composite, Herzfeld Tax-Exempt (Municipal Bonds) Composite, and Herzfeld Special Situations Composite. Additionally, the firm provides investment advisory services focused on the Caribbean Basin, aiming for long-term capital appreciation by investing primarily in equity and equity-linked securities of public and private companies within the region. The firm's investment philosophy emphasizes uncovering distinctive opportunities and providing innovative strategies to protect capital and deliver quality returns for investors, with lower correlation to broader markets. With over 25 years of independent third-party verification and 15+ years of Morningstar 5-Star Ratings, Herzfeld Advisors has a proven track record with a honed methodology, demonstrating high-quality, risk-adjusted returns and lower correlation to broader markets. The firm's founder, Thomas J. Herzfeld, is widely considered a leading expert in the field of closed-end funds, having authored the first textbook on the subject in 1979 and published numerous other works dedicated to the industry. He has been frequently featured in interviews and has been cited by a Nobel Prize Laureate for Economics. The firm's headquarters are located at 119 Washington Avenue, Suite 504, Miami Beach, FL 33139.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Thomas J. Herzfeld Advisors, Inc.
What sectors does Thomas J. Herzfeld Advisors, Inc. invest in?
Thomas J. Herzfeld Advisors, Inc. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Miami Beach, Florida, United States. Thomas J. Herzfeld Advisors, Inc. is listed as a private investment firm in the ConnectSafely investor database.
What stage does Thomas J. Herzfeld Advisors, Inc. invest at?
Thomas J. Herzfeld Advisors, Inc. backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does Thomas J. Herzfeld Advisors, Inc. invest in?
Thomas J. Herzfeld Advisors, Inc. invests across United States, Mexico, Colombia, Panama, Venezuela and Dominican Republic.
Who are the partners at Thomas J. Herzfeld Advisors, Inc.?
Team members listed for Thomas J. Herzfeld Advisors, Inc. include Thomas Morgan (COO, CCO, GC) and Brigitta Herzfeld (Managing Director).
What companies has Thomas J. Herzfeld Advisors, Inc. invested in?
Thomas J. Herzfeld Advisors, Inc.'s portfolio includes Herzfeld Caribbean Basin Fund, Inc. and Herzfeld Credit Income Fund, Inc..
How do I contact Thomas J. Herzfeld Advisors, Inc.?
Thomas J. Herzfeld Advisors, Inc.'s contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
