Todorow Capital Partners LLC

RIASEC Registered
Total AUM
$14.4M
Discretionary
$14.4M
100% of AUM
Avg account
$686K
Accounts
21
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Cash & Cash Equivalents 20%80%
  • Exchange Traded Equities80%
  • Cash & Cash Equivalents20%

Contacts

1 of 1
  • Matthew Todorow

    Managing PartnerCRD 2268466

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth