Teramo Advisors, LLC
● SEC registered since 2017CRD 291574SEC# 801-112238Naples, FL
Reg. AUM
$344.7M
Employees
5
Accounts
2
Location
Naples, FL
Teramo Advisors, LLC assets under management
Teramo Advisors, LLC operates as an SEC-registered investment adviser based in Naples, FL. The firm has been registered since 2017. It reports $344.7 million in regulatory assets under management and employs 5 people.
Teramo Advisors, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Joseph Kleinschmidt | Chief Compliance Officer | Under 5% | 2023 |
| Matt Laurence Mullen Control | Chief Operating Officefr | Under 5% | 2024 |
| Rdj Associates, LLC Control | Managing Member | 50-75% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Teramo Advisors, LLC manage?
Teramo Advisors, LLC reports $344.7 million in regulatory assets under management on its Form ADV.
How many employees does Teramo Advisors, LLC have?
Teramo Advisors, LLC reports 5 employees.
Where is Teramo Advisors, LLC located?
Teramo Advisors, LLC is based in Naples, FL and has been SEC-registered since 2017.
Does Teramo Advisors, LLC disclose fund performance?
Teramo Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9132 Strada Place, Suite 11103, Naples, FL 34108 |
| Phone | 239-734-3625 |
| Fax | 239-734-3690 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$344.7M▲ 41%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$344.7Mregulatory AUM
Discretionary $344.7M