Teramo Advisors, LLC (Naples)

Teramo Advisors, LLC is an investment adviser to an investment company based in Naples. It manages $13.28 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Florida.

Teramo Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Teramo Advisors: assets under management

The assets under management (AUM) of Teramo Advisors, LLC is $13.28 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $13.28 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.28 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Teramo Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Teramo Advisors serves?

The only and largest group of clients of Teramo Advisors is investment companies with 1 clients and $13.28 million of assets under management. Among the 0 most similar advisory firms, Teramo Advisors has the 0th lowest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $13.28 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Teramo Advisors doesn't advise any private funds.

Careers at Teramo Advisors, LLC

The company employs 5 people that are either part- or full-time employees. 20 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Douglas Nelson Tyre joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Rdj Associates	Managing member	1 Nov 2017	75% - 100%	46-3468173
Ronald Albert Santella	Chief executive officer	1 Nov 2017	Other	1472510
Eric William Latin	Chief operating officer	1 Nov 2017	Other	6729498
Alyssa Ann Garie	Chief compliance officer	1 Nov 2017	Other	6527108
Llc Tanquam Partners	Member	1 Jan 2018	Other	82-4041154
Wfi Investments Limited Liability Company	Member	1 Jan 2018	Other	46-4839467
Douglas Nelson Tyre	Chief compliance officer	1 Jun 2018	Other	4556156
Llc Upper90 Equable Spv	Member	1 Jun 2018	Other	82-5434846

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Ronald Albert Santella	Managing member	1 Aug 2013	75% - 100%	1472510

Based in Naples

The principal office where Teramo Advisors, LLC performs its advisory services is located at 1016 Collier Center Way, Naples, FL 34110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 239-734-3625 or by fax 239-734-3690. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.