Thomas J. Herzfeld Advisors Overview

  • Founded
  • 1984

Founded
  • Status
  • Public

  • Employees
  • 11

Employees
  • Stock Symbol
  • CUBA

Stock Symbol
  • Share Price
  • $4.10

  • (As of Friday Closing)

Thomas J. Herzfeld Advisors General Information

Description

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

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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,
USD
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/
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 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
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Chicago, IL
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New York, NY
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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
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Thomas J. Herzfeld Advisors Signals

Growth Rate

0.80% Weekly
Growth
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

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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