Teramo Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Naples, FL. Its latest Form ADV filing, dated March 31, 2026, reports $345M in regulatory assets under management, 5 employees, and 2 accounts.
Assets Under Management
$345M
Employees
5
Offices
--
Total Clients
<5
Primary office
NAPLES, FL
9132 STRADA PLACE, SUITE 11103, NAPLES, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.0% of total clients.
Top client categories% of clientsClients
1
HNWI
50.0%
1
2
Investment Cos.
50.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$345Mas of March 31, 2026
Discretionary100.0%
$345M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$345M
Total Accounts2
10Y AUM Change+$345M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee0:1
10Y Employee Change+3 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.