TLS Advisors LLC

RIASEC Registered
Total AUM
$164M
Discretionary
$164M
100% of AUM
Avg account
$82M
Accounts
2
Employees
10
Advisory reps
4

Firm details

Headquarters
Miami, Florida
CRD number
286356
Registered since
June 30, 2023
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

TLS Advisors LLC is a limited liability company that operates as a hedge-fund manager and qualified custodian focused on institutional clients. The firm is registered with the SEC (registration year: 2023) and conducts portfolio management for pooled investment vehicles. Its stated business activities include acting as a CPO/CTA and serving as sponsor, general partner or managing member of pooled vehicles. Fees are charged as a percentage of assets under management. The ownership structure is a mix of a domestic entity and individual owner(s). TLS does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

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Contacts

FINTRX

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 3

Active vs passive

$4.8M in ETFs

Passive

100%

$4.8M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF (PICK)BlackRockPassiveNatural Resources$4M68,61583.65%

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
100 Biscayne Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth