Thomas J Herzfeld Advisors
Finance · Florida, United States · 11-50 Employees
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Overview
Headquarters
10491 SW 97th Ave, Miami, Florida, 33176...Phone Number
(305) 271-1900Website
www.herzfeld.comRevenue
$8.6 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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1
About Thomas J Herzfeld Advisors
Thomas J Herzfeld Advisors, founded in 1984, is an SEC registered investment advisory firm specializing in investment analysis and account management in closed-end funds. The company offers expertise in Caribbean Basin investments and serves as the investment advisor to The Herzfeld Caribbean Basin Fund, a publicly traded closed-end fund listed on NASDAQ. With operations across multiple locations in North America, the firm provides financial services to both business and individual clients, focusing on retirement planning and investment management.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Thomas J Herzfeld Advisor...
$8.6M
11-50
Private
-
1984
TM
Thomas MorganChief Operating Officer, Cco, Gc
Company Profile Activity
Activity Insights
Thomas J Herzfeld Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
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Thomas J Herzfeld Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Thomas J Herzfeld Advisors.
Thomas J Herzfeld Advisors Tech Stack
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Most Recent Scoops
Facilities Relocation / Expansion
Thomas J Herzfeld Advisors is planning to move offices in June 2026. The move will impact approximately 15 employees at the existing office located at 119 Washington Avenue, Miami Beach, FL.
Facilities Relocation/Expansion
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Executive Moves, Board of Directors
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Thomas J Herzfeld Advisors News & Media
Herzfeld Credit Income Fund, Inc. Declares Year-End Distribution in Stock and Cash; Fund Updates
MIAMI BEACH, Fla., Nov. 10, 2025 (GLOBE NEWSWIRE) -- Herzfeld Credit Income Fund, Inc. (NASDAQ: HERZ) (the “Fund”) today declared a year-end distribution to stockholders and provided updates on the Fund’s strategy transition and operations.Herzfeld Credit Income Fund, Inc. Announces Board Approval of Change in Dividend Reinvestment Policy
MIAMI BEACH, Fla., July 16, 2025 (GLOBE NEWSWIRE) -- Herzfeld Credit Income Fund, Inc. (NASDAQ: HERZ) (the “Fund”) today announced that the Fund’s Board of Directors (“Board”) approved amendments to the Fund’s Dividend Reinvestment Plan (the “Plan”), on May 8, 2025. The changes to the Plan will become effective thirty (30) days from the date that notice is mailed to shareholders of the Fund.The Herzfeld Caribbean Basin Fund, Inc. Announces Change of Name and NASDAQ Ticker Symbol
MIAMI BEACH, Fla., July 02, 2025 (GLOBE NEWSWIRE) -- The Herzfeld Caribbean Basin Fund, Inc. (NASDAQ: CUBA) (the “Fund”) today announced that it has changed the name of the Fund to “Herzfeld Credit Income Fund, Inc.” and that effective on or about July 7, the Fund will continue to trade on NASDAQ under the new ticker symbol “HERZ”.The Herzfeld Caribbean Basin Fund, Inc. Pays Distribution
MIAMI BEACH, Fla., June 30, 2025 (GLOBE NEWSWIRE) -- The Herzfeld Caribbean Basin Fund, Inc. (NASDAQ: CUBA) (the “Fund”) today announced that the Fund has made the following distribution pursuant to the Fund’s Managed Distribution Policy (the “Policy”):
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Thomas J Herzfeld Advisors, founded in 1984, is an SEC registered investment advisory firm specializing in investment analysis and account management in closed-end funds. The company offers expertise in Caribbean Basin investments and serves as the investment advisor to The Herzfeld Caribbean Basin Fund, a publicly traded closed-end fund listed on... Read More
