Asset manager · Naples, FL
Teramo Advisors, LLC
SEC-registered investment adviser · CRD 291574 · SEC 801-112238
At a glance
Teramo Advisors, LLC is an SEC-registered investment adviser based in Naples, Florida, with $345 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is investment companies, and it reports 1 individual clients. By Form ADV it is a asset manager, ranked 1,858th of 3,218 asset managers and 9,478th of 17,210 SEC-registered advisers by assets.
Main office 239-734-3625equableshares.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $345M
- Rank among asset managers
- #1,858 of 3,218
- Rank among all SEC RIAs
- #9,478 of 17,210
- Rank in Florida
- #548 of 1,090
- Individual clients
- 1
- High-net-worth clients
- 1
- Accounts
- 2
- Discretionary
- 100% of AUM
- Employees
- 5
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Ronald A. SantellaChief Executive Officer
- Eric J. KleinschmidtChief Compliance Officer
- Matt L. MullenChief Operating Officefr
Custody and brokerage
Broker-dealer
Hybrid RIA
Teramo Advisors, LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 1 | $342M | 99% |
| High-net-worth individuals | 1 | $3M | <1% |
Disciplinary disclosures
Teramo Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗equableshares.com ↗
AtlasMembers
The full record on Teramo Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 948 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Teramo Advisors, LLC manage?
Teramo Advisors, LLC reports $345 million in regulatory assets under management across 2 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Teramo Advisors, LLC?
Teramo Advisors, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Teramo Advisors, LLC’s clients?
By assets, its largest client types are investment companies ($342 million, 1 clients); high-net-worth individuals ($3 million, 1 clients).
Does Teramo Advisors, LLC have any disciplinary history?
Teramo Advisors, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Teramo Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →