Insights

Governance Focus Publicly traded fund with a female-majority board signals strong governance and investor relations focus, presenting openings for governance data services and investor communication platforms.

Compliance Edge Firm adheres to GIPS and has a long track record in performance benchmarking, underscoring the need for advanced performance measurement, benchmark analytics, and audit-ready reporting tools.

Ops Growth Growth in private fund operations, including hiring a Director of Private Fund Operations, indicates rising back-office needs; ideal for private fund administration, fund accounting, investor reporting, and middle-office outsourcing solutions.

CEF Niche Specialization in closed-end funds and the 1940 Act universe positions TJH as a target for specialized data feeds, research analytics on CEFs, portfolio optimization tools, and marketing materials tailored to CEF investors.

Tech Modernization As a mid-sized asset manager with a modern cloud-based tech stack (AWS, Google Cloud, React), TJH may be receptive to cloud security, data integration, CRM and marketing automation, and digital presence enhancements to scale client engagement.

Thomas J. Herzfeld Advisors, Inc. Tech Stack

Thomas J. Herzfeld Advisors, Inc. uses 8 technology products and services including Amazon Web Services, Google Cloud CDN, Sirvoy, and more. Explore Thomas J. Herzfeld Advisors, Inc.'s tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Google Cloud CDN
    Content Delivery Network
  • Sirvoy
    Hotel Management
  • JSON-LD
    Javascript Frameworks
  • Envoy
    Load Balancers
  • WebsiteBuilder
    Page Builders
  • reCAPTCHA
    Security
  • Onsen UI
    Software Development

Thomas J. Herzfeld Advisors, Inc.'s Email Address Formats

Thomas J. Herzfeld Advisors, Inc. uses at least 1 format(s):
Thomas J. Herzfeld Advisors, Inc. Email FormatsExamplePercentage
FLast@herzfeld.comJDoe@herzfeld.com
100%

Frequently Asked Questions

What is Thomas J. Herzfeld Advisors, Inc.'s phone number?

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You can contact Thomas J. Herzfeld Advisors, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Thomas J. Herzfeld Advisors, Inc.'s official website and social media links?

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Thomas J. Herzfeld Advisors, Inc.'s official website is herzfeld.com and has social profiles on LinkedIn.

How much revenue does Thomas J. Herzfeld Advisors, Inc. generate?

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As of July 2026, Thomas J. Herzfeld Advisors, Inc.'s annual revenue is estimated to be $10M - $25M.

What is Thomas J. Herzfeld Advisors, Inc.'s SIC code NAICS code?

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Thomas J. Herzfeld Advisors, Inc.'s SIC code is 6371 - Pension, Health, and Welfare Funds NAICS code is 52 - Finance and Insurance.

How many employees does Thomas J. Herzfeld Advisors, Inc. have currently?

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As of July 2026, Thomas J. Herzfeld Advisors, Inc. has approximately 20 employees across 1 continents, including North America. Key team members include President: T. H.. Explore Thomas J. Herzfeld Advisors, Inc.'s employee directory with LeadIQ.

What industry does Thomas J. Herzfeld Advisors, Inc. belong to?

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Thomas J. Herzfeld Advisors, Inc. operates in the Financial Services industry.

What technology does Thomas J. Herzfeld Advisors, Inc. use?

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Thomas J. Herzfeld Advisors, Inc.'s tech stack includes Amazon Web ServicesGoogle Cloud CDNSirvoyJSON-LDEnvoyWebsiteBuilderreCAPTCHAOnsen UI.

What is Thomas J. Herzfeld Advisors, Inc.'s email format?

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Thomas J. Herzfeld Advisors, Inc.'s email format typically follows the pattern of FLast@herzfeld.com. Find more Thomas J. Herzfeld Advisors, Inc. email formats with LeadIQ.

When was Thomas J. Herzfeld Advisors, Inc. founded?

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Thomas J. Herzfeld Advisors, Inc. was founded in 1984.
Thomas J. Herzfeld Advisors, Inc. logo

Thomas J. Herzfeld Advisors, Inc.

Financial ServicesFlorida, United States11-50 Employees

Thomas J. Herzfeld Advisors, Inc. is a Florida-based financial services firm founded in 1984 that concentrates on investment management related to closed-end funds and the wider 1940 Act universe. The firm serves both individuals and institutions by offering highly customized, active strategies, drawing on its long-standing specialization in CEFs. Its operations include maintaining a publicly traded fund and pursuing independent verification of performance in line with the Global Investment Performance Standards (GIPS). Founded in Miami, the company positions itself as an early specialist in its niche, with a history that includes establishing an industry benchmark that has been recognized in industry publications since the late 1980s. A recent development noted in public records is the hiring of a new Director of Private Fund Operations in 2022, reflecting ongoing organizational growth. The firm’s footprint places it among other major players in financial services with a focus on asset management for a diverse client base, including institutional and individual investors in the United States.

Section iconCompany Overview

Phone number
SIC Code
6371 - Pension, Health, and Welfare Funds
NAICS Code
52 - Finance and Insurance
Founded
1984
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Thomas J. Herzfeld Advisors, Inc.'s revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Thomas J. Herzfeld Advisors, Inc.'s revenue is estimated to be in the range of $10M - $25M

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