|
⚲
|
| Keyboard |
| Teramo Advisors LLC
✚
|
|
|---|---|
| CRD # | 291574 |
| SEC # | 801-112238 |
| CIK # | 0001904821 |
| AUM | 344.7 M (2026-03-31) |
| Employees | 5 (40% Investors, 20% Brokers) |
| Phone | 239-734-3625 |
| Address | 9132 Strada Place Naples, FL 34108 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 2.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 342.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 344.7 |
| By Discretionary | ||
| Discretionary | 2 | 344.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 344.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 344.7 | |
| Total | 2 | 344.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001904821] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Archway Wealth Management LLC
✚
|
MO | 345.7 M |
|
Continuum Wealth Advisors LLC
✚
|
NY | 345.6 M |
|
Ahakista Capital LLC
✚
|
345.0 M | |
|
Royal Harbor Partners LLC
✚
|
TX | 344.8 M |
|
Hicks Capital Management LLC
✚
|
OH | 344.7 M |
|
Crescent Advisor Group Inc
✚
|
TX | 344.4 M |
|
Walser Wealth Management Company A Limited Liability Company
✚
|
FL | 344.1 M |
|
Kellett Wealth Advisors LLC
✚
|
OH | 344.0 M |
|
Pachira Investments Inc
✚
|
CA | 343.9 M |
|
Bourne Lent Asset Management Inc
✚
|
NY | 343.9 M |