TLS Advisors LLC
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
FINTRXOverview
TLS Advisors LLC is a privately held limited liability company that operates as a pooled-vehicle manager and commodity pool/commodity trading advisor. The adviser is SEC-registered (since 2023) and serves an institutional client base, charging fees as a percentage of assets under management. Its business is organized around portfolio management for pooled investment vehicles, and it also performs roles typical of sponsors or general partners and maintains broker-dealer and other investment-adviser affiliations. The firm does not describe itself as an active ESG investor and is not listed as a capital allocator or pension consultant.
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
Owners & executives
1 of 1
Harlan Moeckler
Chief Financial OfficerCRD 1243848
Contacts
3 of 3Terry Regas
Director of ComplianceCRD 2258786
Mark Feldberg
ChairmanCRD 4290985
Jennifer Lidel
PresidentCRD 2898591
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$4.8M in ETFs
100%
$4.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF (PICK) | BlackRock | Passive | Natural Resources | $4M | 68,615 | 83.65% |
Location
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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