Thomas J. Herzfeld Advisors, Inc. Email Format

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.

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