Teramo Advisors, LLC
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
FINTRXOverview
Teramo Advisors, LLC is a limited liability company that has been SEC-registered since 2017. The firm provides discretionary portfolio management for individuals, small businesses and investment companies and charges clients on a percentage-of-assets basis. Its client base includes both high-net-worth individuals and institutional entities. Teramo is not flagged as an ESG-focused adviser, does not act as a pension consultant, and is not identified as a related adviser or capital allocator in the available records.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Derivatives1%
Owners & executives
3 of 3Matt Mullen
Chief Operating OfficerCRD 7890428
Eric Kleinschmidt
Chief Compliance OfficerCRD 2710290
Ronald Santella
Founder, CEO and CIOCRD 1472510
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$410M in ETFs
100%
$408M
1%
$2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $270M | 360,000 | 65.80% |
Location
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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