Founded in 1984 by Thomas J. Herzfeld, a recognized authority in the field, the firm is a pioneer in the closed-end fund industry. It provides specialized investment advisory and asset management services, primarily for high-net-worth individuals, families, and institutional clients. The company's core mission is to leverage its deep expertise in closed-end funds to achieve its clients' investment objectives, managing assets through both separately managed accounts and proprietary fund products.

Founded in

United States