TLS ADVISORS LLC

RIASEC RegisteredEst. 2023
Total AUM
$164M
Discretionary
$164M
100% of AUM
Avg account
$82M
Accounts
2
Employees
10
Advisory reps
4

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • HARLAN MOECKLER

    Chief Financial OfficerCRD 1243848

Contacts

3 of 3
  • TERRY REGAS

    Director of ComplianceCRD 2258786

  • MARK FELDBERG

    ChairmanCRD 4290985

  • JENNIFER LIDEL

    PresidentCRD 2898591

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 3

Active vs passive

$6.5M in ETFs

Passive

100%

$6.5M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF (PICK)BlackRockPassiveNatural Resources$5.7M100,99487.47%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth