Teramo Advisors, LLC

RIASEC Registered

Total AUM

$345M

Discretionary

$345M

100% of AUM

Avg account

$172M

Accounts

2

Employees

5

Advisory reps

3

Firm details

Headquarters: Naples, Florida
CRD number: 291574
Registered since: December 29, 2017
Website: www.equableshares.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Investment Companies99.23%
HNWI0.77%
Services: Portfolio Management for IndividualsPortfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Teramo Advisors, LLC is an institutional registered investment adviser organized as an LLC that provides portfolio management services to both individuals/families and institutional clients. The firm is SEC-registered (registered in 2017) and charges fees based on a percentage of assets under management. Its stated advisory activities focus on portfolio management for individuals/small businesses and for investment companies. According to filings, Teramo does not position itself as a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities99%
Derivatives1%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 3

Active vs passive

$450M in ETFs

Passive

100%

$448M

Active

<1%

$1.8M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE S&P 500 ETF (IVV)	BlackRock	Passive	Large Blend	$352M	460,000	78.35%

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Primary office

Naples, FL

Collier

Location

Naples, FL

Headquartered in Naples, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area: Cape Coral-Fort Myers-Naples, FL
Region: South
County: Collier
Address: 9132 Strada Pl
Time zone: ET (UTC-5)
Office locations

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