T
Todorow Capital Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,400,000
Clients
14
50% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
14
LowAverage account size
$1,028,571
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
Portfolio management
Expertise
Active portfolio management
Fee options
1.00% annually
Main office location
Todorow Capital Partners LLC
Wayne PA, United States
Number of offices
1
Most active in
Todorow Capital Partners LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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