TUDOR ADVISORS LLC
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 297885
- Custodians
- J.P. MORGAN SECURITIES INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Corporations / Businesses61.28%
- Individuals19.59%
- HNWI19.14%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Tudor Advisors LLC is a small, privately held advisory firm organized as an LLC that provides portfolio management for both individual/family clients and institutional or business accounts. The firm charges a mix of percentage-of-assets and fixed fees and lists portfolio management for individuals, small businesses and for businesses or institutions among its primary advisory activities. Tudor does not identify as an active ESG investor. The firm also has an affiliation with a broker-dealer.
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
- Public Funds/Mutual Funds41%
- Other20%
- Non-Investment Grade Corp Bonds10%
- Sovereign Bonds8%
- Cash & Cash Equivalents8%
Owners & executives
2 of 2JUAN CARRERAS
Chief ComplianceCRD 6623102
JUAN CARRERAS
Chief Executive OfficerCRD 2170813
Contacts
2 of 2LUCRECIA CARRERAS
Managing PartnerCRD 7330955
Juan Cortes-Uribe
Senior Financial ConsultantCRD 7512792
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 601 Brickell Key Dr
- Time zone
- ET (UTC-5)
- Office locations
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