THOMAS J. HERZFELD ADVISORS, INC.
CRD #108369 SEC #801-20866 MIAMI BEACH, FL 305-777-1660
SEC Registered Private Funds
Total AUM
$847.6M
Discretionary
$826.8M
Employees
10
Clients
--
Accounts
294
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $847.6M | $826.8M | $20.8M | 10 | 2 |
| Mar 2025 | $847.6M | $826.8M | $20.8M | 10 | 2 |
| Dec 2024 | $726.9M | $707.7M | $19.2M | 9 | 0 |
| Mar 2024 | $726.9M | $707.7M | $19.2M | 9 | 0 |
| Mar 2023 | $640M | $599.8M | $40.2M | 9 | 0 |
| Oct 2022 | $558.7M | $558.7M | $0 | 9 | 0 |
| Mar 2022 | $558.7M | $558.7M | $0 | 9 | 0 |
| Mar 2022 | $543.3M | $543.3M | $0 | 9 | 0 |
| Mar 2021 | $361M | $361M | $0 | 9 | 1 |
| Dec 2020 | $389.5M | $370M | $19.5M | 9 | 1 |
| Jun 2020 | $389.5M | $370M | $19.5M | 9 | 1 |
| Mar 2020 | $389.5M | $370M | $19.5M | 10 | 1 |
| Jan 2020 | $382M | $362.8M | $19.2M | 10 | 1 |
| Apr 2019 | $320.5M | $299.2M | $21.3M | 9 | 0 |
| Mar 2019 | $320.5M | $299.2M | $21.3M | 9 | 0 |
| Sep 2018 | $361.5M | $335.5M | $26M | 8 | 0 |
| Mar 2018 | $361.5M | $335.5M | $26M | 8 | 0 |
| Mar 2017 | $312.9M | $289.1M | $23.7M | 8 | 300 |
| Mar 2016 | $293.2M | $271.8M | $21.4M | 8 | 300 |
| Mar 2015 | $274.5M | $250.7M | $23.8M | 9 | 300 |
| Mar 2014 | $185.7M | $169.9M | $15.9M | 7 | 300 |
| Mar 2013 | $155.2M | $144.3M | $10.9M | 7 | 200 |
| Jun 2012 | $130.7M | $119.9M | $10.9M | 6 | 200 |
| Apr 2012 | $130.7M | $119.9M | $10.9M | 6 | 200 |
| Mar 2012 | $130.7M | $119.9M | $10.9M | 6 | 200 |
| Apr 2011 | $108.2M | $108.2M | $0 | 10 | -- |
| Mar 2011 | $108.2M | $108.2M | $0 | 10 | -- |
| Nov 2010 | $71.4M | $71.4M | $0 | 10 | -- |
| Oct 2010 | $71.4M | $71.4M | $0 | 10 | -- |
| Feb 2009 | $47.5M | $47.5M | $0 | 10 | -- |
| Feb 2007 | $67.1M | $67.1M | $0 | 5 | -- |
| Mar 2006 | $61.3M | $61.3M | $0 | 5 | -- |
| Feb 2005 | $52.9M | $52.9M | $0 | 5 | -- |
| Mar 2002 | $42.5M | $42.5M | $0 | 5 | -- |
| Jul 2001 | $38.7M | $38.7M | $0 | 5 | -- |
DateSep 2025
Total AUM$847.6M
Discretionary$826.8M
Non-Disc.$20.8M
Employees10
Clients2
DateMar 2025
Total AUM$847.6M
Discretionary$826.8M
Non-Disc.$20.8M
Employees10
Clients2
DateDec 2024
Total AUM$726.9M
Discretionary$707.7M
Non-Disc.$19.2M
Employees9
Clients0
DateMar 2024
Total AUM$726.9M
Discretionary$707.7M
Non-Disc.$19.2M
Employees9
Clients0
DateMar 2023
Total AUM$640M
Discretionary$599.8M
Non-Disc.$40.2M
Employees9
Clients0
DateOct 2022
Total AUM$558.7M
Discretionary$558.7M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$558.7M
Discretionary$558.7M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$543.3M
Discretionary$543.3M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$361M
Discretionary$361M
Non-Disc.$0
Employees9
Clients1
DateDec 2020
Total AUM$389.5M
Discretionary$370M
Non-Disc.$19.5M
Employees9
Clients1
DateJun 2020
Total AUM$389.5M
Discretionary$370M
Non-Disc.$19.5M
Employees9
Clients1
DateMar 2020
Total AUM$389.5M
Discretionary$370M
Non-Disc.$19.5M
Employees10
Clients1
DateJan 2020
Total AUM$382M
Discretionary$362.8M
Non-Disc.$19.2M
Employees10
Clients1
DateApr 2019
Total AUM$320.5M
Discretionary$299.2M
Non-Disc.$21.3M
Employees9
Clients0
DateMar 2019
Total AUM$320.5M
Discretionary$299.2M
Non-Disc.$21.3M
Employees9
Clients0
DateSep 2018
Total AUM$361.5M
Discretionary$335.5M
Non-Disc.$26M
Employees8
Clients0
DateMar 2018
Total AUM$361.5M
Discretionary$335.5M
Non-Disc.$26M
Employees8
Clients0
DateMar 2017
Total AUM$312.9M
Discretionary$289.1M
Non-Disc.$23.7M
Employees8
Clients300
DateMar 2016
Total AUM$293.2M
Discretionary$271.8M
Non-Disc.$21.4M
Employees8
Clients300
DateMar 2015
Total AUM$274.5M
Discretionary$250.7M
Non-Disc.$23.8M
Employees9
Clients300
DateMar 2014
Total AUM$185.7M
Discretionary$169.9M
Non-Disc.$15.9M
Employees7
Clients300
DateMar 2013
Total AUM$155.2M
Discretionary$144.3M
Non-Disc.$10.9M
Employees7
Clients200
DateJun 2012
Total AUM$130.7M
Discretionary$119.9M
Non-Disc.$10.9M
Employees6
Clients200
DateApr 2012
Total AUM$130.7M
Discretionary$119.9M
Non-Disc.$10.9M
Employees6
Clients200
DateMar 2012
Total AUM$130.7M
Discretionary$119.9M
Non-Disc.$10.9M
Employees6
Clients200
DateApr 2011
Total AUM$108.2M
Discretionary$108.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$108.2M
Discretionary$108.2M
Non-Disc.$0
Employees10
Clients--
DateNov 2010
Total AUM$71.4M
Discretionary$71.4M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$71.4M
Discretionary$71.4M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$47.5M
Discretionary$47.5M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$67.1M
Discretionary$67.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$61.3M
Discretionary$61.3M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$52.9M
Discretionary$52.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$42.5M
Discretionary$42.5M
Non-Disc.$0
Employees5
Clients--
DateJul 2001
Total AUM$38.7M
Discretionary$38.7M
Non-Disc.$0
Employees5
Clients--