Tudor Advisors LLC

RIAState Registered

Total AUM

$31.9M

Discretionary

$9.8M

31% of AUM

Avg account

$282K

Accounts

113

Employees

5

Advisory reps

5

Firm details

Headquarters: Miami, Florida
CRD number: 297885
Custodians: J.P. MORGAN SECURITIES INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Corporations / Businesses61.28%
Individuals19.59%
HNWI19.14%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Tudor Advisors LLC is a limited liability company that provides portfolio management to both individuals/families and businesses or institutional clients. The firm charges clients via a mix of asset-based fees and fixed fees. It identifies as a domestic entity with individual ownership and lists brokerage-dealer activity among its industry affiliations. Tudor Advisors does not characterize itself as an active ESG investor and is not described as a pension consultant or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Public Funds/Mutual Funds41%
Other20%
Non-Investment Grade Corp Bonds10%
Sovereign Bonds8%
Cash & Cash Equivalents8%

Owners & executives

2 of 2

Juan Carreras
Chief ComplianceCRD 6623102
Juan Carreras
Chief Executive OfficerCRD 2170813

Contacts

3 of 3

Lucrecia Carreras
Managing PartnerCRD 7330955
Juan Cortes-Uribe
Senior Financial ConsultantCRD 7512792
Alexandra Rodriguez
Private BankerCRD 8161312

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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: 601 Brickell Key Dr
Time zone: ET (UTC-5)
Office locations

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