Thomas J. Herzfeld Advisors Overview

  • Founded
  • 1984

  • Status
  • Public

  • Employees
  • 11

  • Stock Symbol
  • CUBA

Stock Symbol
  • Share Price
  • $4.10

  • (As of Friday Closing)

Thomas J. Herzfeld Advisors General Information


Herzfeld Caribbean Basin Fund Inc operates as a closed-end management investment company. The company's investment objective is to obtain long-term capital appreciation. The firm offers customized discretionary account management and fund management services to individual and institutional investors. The fund invests in equity and equity-linked securities of public and private companies, including United States-based companies, whose securities are traded principally on a stock exchange in a Caribbean Basin Country. The fund's revenue source is primarily through the dividends it receives. Its investments are geographically allocated majorly in the United States followed by Puerto Rico, Mexico and other countries.

Contact Information

Ownership Status
Publicly Held
Financing Status
Primary Industry
Asset Management
Other Industries
Other Financial Services
Stock Exchange
Primary Office
  • 119 Washington Avenue
  • Suite 504
  • Miami Beach, FL 33139
  • United States
+1 (305) 000-0000

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Thomas J. Herzfeld Advisors Stock Performance

(As of Friday Closing)

Stock Price Previous Close 52 wk Range Market Cap Shares Average Volume EPS
$4.10 $4.07 $3.47 - $5.84 $26.2M 6.43M 17K -$1.21

Thomas J. Herzfeld Advisors Financials Summary

In Thousands,
TTM 30-Jun-2022 FY 2022 30-Jun-2022 FY 2021 30-Jun-2021 FY 2020 30-Jun-2020
EV 23,962 23,962 38,446 22,329
Revenue (6,159) (6,159) 18,912 (9,892)
Net Income (7,450) (7,450) 17,749 (11,156)
Total Assets 30,438 30,438 41,304 29,274
Public Fundamental Data provided by Morningstar, Inc. disclaimer

Thomas J. Herzfeld Advisors Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

This information is available in the PitchBook Platform. To explore Thomas J. Herzfeld Advisors‘s full profile, request access.

Request a free trial

Thomas J. Herzfeld Advisors Comparisons

HQ Location
Total Raised
Post Valuation
Herzfeld Caribbean Basin Fund Inc operates as a closed-end management investment company. The company's investment objec
Asset Management
Miami Beach, FL
11 As of 2022

000 00

nt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exerc
00000 0000000000
Chicago, IL
000 As of 0000
000000000 00000


lor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut l
0000000 000000
New York, NY
00 As of 0000
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

Thomas J. Herzfeld Advisors Competitors (7)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
GCM Grosvenor Formerly PE-Backed Chicago, IL 000 00000 000000000 00000
0000000 0000000 00 Corporate Backed or Acquired New York, NY 00 000000&0
00000000 00000000 Corporation Novato, CA 00 00000000
0000000 0000000000 Corporate Backed or Acquired Brookfield, WI 000000&0
0000000 0000000 Private Equity-Backed Mumbai, India 000 0000 000000000000
You’re viewing 5 of 7 competitors. Get the full list »

Thomas J. Herzfeld Advisors Executive Team (6)

Name Title Board Seat Contact Info
Erik Herzfeld Chief Executive Officer & Executive
Zachary Richmond Chief Financial Officer & Treasurer
Thomas Morgan JD Chief Compliance Officer
Ryan Paylor Executive
Alex Knapp Portfolio Manager
You’re viewing 5 of 6 executive team members. Get the full list »

Thomas J. Herzfeld Advisors Board Members (3)

Name Representing Role Since
000 00000 Thomas J. Herzfeld Advisors Board Member 000 0000
000 00000 Thomas J. Herzfeld Advisors Board Member 000 0000
000000 00000000 Thomas J. Herzfeld Advisors Chairman & Board Member 000 0000
To view Thomas J. Herzfeld Advisors’s complete board members history, request access »

Thomas J. Herzfeld Advisors Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial