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TFO USA LIMITED

Business and Investment Profile

The TFO USA LIMITED is a privately held investment adviser that advises $1.05Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. TFO USA LIMITED is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets decreased by 14.01% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 14.34 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1345 AVENUE OF THE AMERICAS 2ND FLOOR, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 8 US and Non-US bodies.

Employee Profile

They have 7 employees comprised of 3 investment and 4 non-investment staff. The total number of Employees decreased by 41.67% over the last 5-years.

Asset Profile

Their $1.05Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 1 other account. Assets of Other Investment Advisers clients total $1.05Bn or 100% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 1 types of clients, top clients are Other Investment Advisers.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses advisory fees.

Sub-Advisers

TFO USA LIMITED names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: TFO USA LIMITED

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Keywords: TFO USA, Petiole USA, Petiole, TFO
Generated 2026-09-12T06:49:28.452388.  © 2026 Convergence.