CEF Advisors
Firm details
- Headquarters
- ,
- CRD number
- 115562
- Registered since
- July 26, 2018
- Website
- cefdata.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
- Client types
- HNWI54.75%
- Investment Companies39.2%
- Individuals6.05%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPublication of PeriodicalsSecurity Ratings / Pricing Services
Firm profile
FINTRXOverview
CEF Advisors is a corporate registered investment adviser that began SEC registration in 2018 and is owned by an individual. Its client mix includes individual and family clients as well as institutional investors. The firm charges multiple fee types—percentage of assets under management, hourly fees, subscription fees and fixed fees—and provides portfolio management services for individuals/small businesses and for investment companies. It also produces periodicals or newsletters and engages in security ratings or pricing services. CEF Advisors does not identify as an active ESG investor and is not a multi-state or newly formed adviser.
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 Funds98%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Daniel Silver
Portfolio ManagerCRD 4568791
John Scott
PresidentCRD 4364191
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$6.8M in ETFs
0%
$0
33%
$6.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BLUEROCK PRIVATE REAL ESTATE FUND (BPRE) | $3M | 178,276 | 43.86% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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