Todorow Capital Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Todorow Capital Partners LLC provides discretionary portfolio management primarily for high‑net‑worth individuals, preparing an Investment Policy Statement for each client that documents income, tax considerations, time horizon, and risk tolerance. The firm delivers ongoing portfolio monitoring and clients receive custodial account statements and quarterly reports from their custodian.
The firm’s investment process is grounded in fundamental analysis with a tilt toward growth equities, while generally recommending equities, fixed income, ETFs and private placements. Strategies employed include long‑term and short‑term trading as well as short sales, and the adviser typically trades under discretionary authority consistent with each client’s Investment Policy Statement.
Compared with many peers, the firm maintains a small, concentrated client base (roughly 14 clients and about $14.4 million in assets under management) and uses higher‑risk instruments such as private placements and short selling. It also requires clients to use specified custodians (Interactive Brokers LLC and Charles Schwab & Co., Inc.), maintains policies for fair allocation of limited investment opportunities (including IPOs), and may receive research or other services from custodians.
Client services
Expertise
Fee options
1.00% annually
Main office
128 W Wayne Ave
Wayne PA 19087
Advisors at this office
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)