Thomas J. Herzfeld Advisors Overview

  • Year Founded
  • 1984

Year Founded

  • Status
  • Public

  • Employees
  • 11

Employees

  • Stock Symbol
  • HERZ

Stock Symbol

  • Share Price
  • $13.25
  • (As of Friday Closing)

Thomas J. Herzfeld Advisors General Information

Description

Herzfeld Credit Income Fund Inc is a non-diversified, closed-end management investment company. Its primary investment objective is to maximize risk-adjusted total returns, and its secondary investment objective is to generate high current income.

Contact Information

Website
www.herzfeld.com
Formerly Known As
Herzfeld Caribbean Basin
Ownership Status
Publicly Held
Financing Status
Corporation
Corporate Office
  • 119 Washington Avenue
  • Suite 504
  • Miami Beach, FL 33139
  • United States
+1 (305)
Primary Industry
Asset Management
Other Industries
Other Financial Services
Stock Exchange
NAS
Corporate Office
  • 119 Washington Avenue
  • Suite 504
  • Miami Beach, FL 33139
  • United States
+1 (305)

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Thomas J. Herzfeld Advisors Stock Performance

As of 13-Nov-2026, Thomas J. Herzfeld Advisors’s stock price is $13.25. Its current market cap is $26.8M with 2.02M shares.

(As of Friday Closing)

Stock Price Previous Close 52 wk Range Market Cap Shares Average Volume EPS
$13.25 $13.15 $13.05 - $28.30 $26.8M 2.02M 22.2K $0.42

Thomas J. Herzfeld Advisors Financials Summary

As of 30-Jun-2026, Thomas J. Herzfeld Advisors has a trailing 12-month revenue of $1.53M.

In Thousands,
USD 		TTM 30-Jun-2026 FY 2026 30-Jun-2026 FY 2025 30-Jun-2025 FY 2024 30-Jun-2024
EV 33,512 33,512 39,749 35,563
Revenue 1,534 1,534 2,847 3,010
Net Income (279) (279) 1,107 1,640
Total Assets 39,467 39,467 44,951 51,314
Public Fundamental Data provided by Morningstar, Inc. disclaimer

Thomas J. Herzfeld Advisors Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Thomas J. Herzfeld Advisors Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Herzfeld Credit Income Fund Inc is a non-diversified, closed-end management investment company. Its primary investment o
Asset Management
Miami Beach, FL
11 As of 2025

Chicago, IL
 

Denver, CO
 
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Thomas J. Herzfeld Advisors Competitors (7)

One of Thomas J. Herzfeld Advisors’s 7 competitors is GCM Grosvenor, a Formerly PE-Backed company based in Chicago, IL.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
GCM Grosvenor Formerly PE-Backed Chicago, IL
Janiczek Wealth Management Private Equity-Backed Denver, CO
1607 Capital Partners Private Equity-Backed Richmond, VA
Brown Advisory Formerly PE-Backed Baltimore, MD
Trillium Asset Management Corporate Backed or Acquired Boston, MA
You’re viewing 5 of 7 competitors. Get the full list »

Thomas J. Herzfeld Advisors Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

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Thomas J. Herzfeld Advisors FAQs

  • When was Thomas J. Herzfeld Advisors founded?

    Thomas J. Herzfeld Advisors was founded in 1984.

  • Where is Thomas J. Herzfeld Advisors headquartered?

    Thomas J. Herzfeld Advisors is headquartered in Miami Beach, FL.

  • What is the size of Thomas J. Herzfeld Advisors?

    Thomas J. Herzfeld Advisors has 11 total employees.

  • What industry is Thomas J. Herzfeld Advisors in?

    Thomas J. Herzfeld Advisors’s primary industry is Asset Management.

  • Is Thomas J. Herzfeld Advisors a private or public company?

    Thomas J. Herzfeld Advisors is a Public company.

  • What is Thomas J. Herzfeld Advisors’s stock symbol?

    The ticker symbol for Thomas J. Herzfeld Advisors is HERZ.

  • What is the current stock price of Thomas J. Herzfeld Advisors?

    As of 13-Nov-2026 the stock price of Thomas J. Herzfeld Advisors is $13.25.

  • What is the current market cap of Thomas J. Herzfeld Advisors?

    The current market capitalization of Thomas J. Herzfeld Advisors is $26.8M.

  • What is Thomas J. Herzfeld Advisors’s current revenue?

    The trailing twelve month revenue for Thomas J. Herzfeld Advisors is $1.53M.

  • Who are Thomas J. Herzfeld Advisors’s competitors?

    GCM Grosvenor, Janiczek Wealth Management, 1607 Capital Partners, Brown Advisory, and Trillium Asset Management are some of the 7 competitors of Thomas J. Herzfeld Advisors.

  • What is Thomas J. Herzfeld Advisors’s annual earnings per share (EPS)?

    Thomas J. Herzfeld Advisors’s EPS for 12 months was $0.42.

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