Herzfeld Group

THE HERZFELD GROUP is an SEC-registered investment adviser in LARGO, FL. It manages approximately $14 million in regulatory assets. The firm has 1 employee and...

Herzfeld Group

THE HERZFELD GROUP is an SEC-registered investment adviser in LARGO, FL. It manages approximately $14 million in regulatory assets. The firm has 1 employee and 1 investment adviser.

General information

Firm type

Family Office

Year founded

—

AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Is The Herzfeld Group related to Herzfeld & Co. or Thomas J. Herzfeld?

The Herzfeld surname is closely associated with Thomas J. Herzfeld, who founded Herzfeld & Co., a broker-dealer known for closed-end fund advisory. However, there is no public confirmation that The Herzfeld Group is the family office of that family. Their operational independence or connection remains unstated in public records.

What investment strategy does The Herzfeld Group employ?

No investment strategy has been publicly attributed to The Herzfeld Group. There are no known asset-class focuses, stage preferences, or sector concentrations. Without a website or media profile, the firm's approach to capital deployment is not observable.

Who runs investment decisions at The Herzfeld Group?

No named principals or investment professionals have been publicly identified for The Herzfeld Group. There is no CEO, CIO, or managing director listed in any credible source. The decision-making structure is unknown.

Does The Herzfeld Group invest in direct deals or fund commitments?

There is no public record of The Herzfeld Group engaging in direct investments, fund commitments, co-investments, or any other form of capital deployment. Their investment activity—if any—is not disclosed.

Where is The Herzfeld Group based?

The Herzfeld Group has no publicly registered office address. No city, state, or country of operations has been confirmed. The firm lacks a verifiable physical presence in any jurisdiction.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.