A complete list of active advisors currently associated with Todorow Capital Partners LLC

Warmer can help you find a great advisor at Todorow Capital Partners LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Todorow Capital Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.