TLS ADVISORS LLC
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 286356
- Registered since
- June 30, 2023
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
TLS Advisors LLC is an SEC-registered limited liability company that operates as a hedge fund manager and qualified custodian. The firm focuses on institutional clients and charges fees as a percentage of assets under management. Its regulatory and business profile lists CPO/CTA activity and portfolio management for pooled investment vehicles; TLS also appears as sponsor/GP/managing member on pooled vehicles and maintains relationships with broker-dealers and other investment advisers. The firm does not identify as an active ESG investor and is not described as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1HARLAN MOECKLER
Chief Financial OfficerCRD 1243848
Contacts
3 of 3TERRY REGAS
Director of ComplianceCRD 2258786
MARK FELDBERG
ChairmanCRD 4290985
JENNIFER LIDEL
PresidentCRD 2898591
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$6.5M in ETFs
100%
$6.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF (PICK) | BlackRock | Passive | Natural Resources | $5.7M | 100,994 | 87.47% |
Location
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 100 Biscayne Blvd
- Time zone
- ET (UTC-5)
- Office locations
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