Todorow Capital Partners LLC
Firm details
- Headquarters
- ,
- CRD number
- 314551
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.22%
- Individuals2.78%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Todorow Capital Partners LLC is a small, owner-operated registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm charges fees based on assets under management and runs wholly discretionary strategies across its client base. Its filings show a clear preference for listed equities as the core of client portfolios, with exchange-traded instruments comprising the bulk of deployed capital. Todorow Capital does not position itself as an ESG-focused manager, nor does it operate as a multi-state or pension consultant adviser; it functions as a boutique, client-centered advisory practice. The firm’s activity profile points to a straightforward, equity-first approach supplemented with third-party mutual funds and selective private placement investments when appropriate for client objectives. Given the modest scale of assets, the manager is likely to deliver customized allocations and hands-on oversight rather than operate large, institutional mandates.
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
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents20%
Contacts
1 of 1Matthew Todorow
Managing PartnerCRD 2268466
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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