Teramo Advisors, LLC

RIASEC Registered

Total AUM

$345M

Discretionary

$345M

100% of AUM

Avg account

$172M

Accounts

2

Employees

5

Advisory reps

3

Firm details

Headquarters: Naples, Florida
CRD number: 291574
Registered since: December 29, 2017
Website: www.equableshares.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Investment Companies99.23%
HNWI0.77%
Services: Portfolio Management for IndividualsPortfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Teramo Advisors, LLC is an institutional registered investment adviser organized as an LLC. The firm is SEC registered (registered in 2017) and bills clients on a percentage-of-assets basis. Its client mix includes individuals and families as well as institutional investors, and its advisory remit covers portfolio management for individuals/small businesses and for investment companies. The firm does not present itself as an active ESG investor, does not act as a capital allocator to external managers, and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities99%
Derivatives1%

Owners & executives

3 of 3

Ronald Santella
Founder, CEO and CIOCRD 1472510
Eric Kleinschmidt
Chief Compliance OfficerCRD 2710290
Matt Mullen
Chief Operating OfficerCRD 7890428

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 3

Active vs passive

$410M in ETFs

Passive

100%

$408M

Active

1%

$2M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE S&P 500 ETF (IVV)	BlackRock	Passive	Large Blend	$270M	360,000	65.80%

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Primary office

Naples, FL

Collier

Location

Naples, FL

Headquartered in Naples, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area: Cape Coral-Fort Myers-Naples, FL
Region: South
County: Collier
Address: 9132 Strada Pl
Time zone: ET (UTC-5)
Office locations

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