Todorow Capital Partners LLC
RIAState Registered
Total AUM
$14.4M
Discretionary
$14.4M
100% of AUM
Avg account
$686K
Accounts
21
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 314551
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.22%
- Individuals2.78%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Todorow Capital Partners LLC is an independent, owner-operated RIA organized as an LLC that focuses on discretionary portfolio management for individual clients and small businesses. The firm charges fees based on a percentage of assets under management and does not position itself as an ESG specialist. It is not organized as a multi-state adviser or a capital allocator and appears to run a compact advisory operation rather than a manager-of-managers or institutional consulting practice.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities80%
- Cash & Cash Equivalents20%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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