SourcingSourcing

TLS ADVISORS LLC

C47
CRD 286356·SEC 801-128260·MIAMI, FL
AUM
$164.0M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$492K
@ 30% margin
Est. Deal Value
$3.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TLS ADVISORS LLC
CRD
286356
SEC file #
801-128260
EIN
000000000
DBA names
—

Economics

AUM
$164.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$272.1M → $164.0M▼ -40%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
10
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
5 advisors → 6 advisors▲ +20%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUM

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MARK FELDBERG SEPARATE PROPERTY
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
MARK FELDBERG SEPARATE PROPERTY
FELDBERG, MARK
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001885775
Edgar Registered
Yes
Edgar Filing Count
4
Edgar First Filing Date
2022-06-22
Edgar Last Filing Date
2025-06-20
Edgar Form D Count
4
Edgar Form D Offerings
2025-06-202025-06-20 · 0000905148-25-002197
2024-06-202024-06-20 · 0001885775-24-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Interactive Brokers1
Edgar Addresses
Mailing
NEW WORLD TOWER, SUITE 3000MIAMI, FL 33132
Business
NEW WORLD TOWER, SUITE 3000MIAMI, FL 33132
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-06-20 · 0000905148-25-002197
D/A2024-06-20 · 0001885775-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (4)

4
MARK FELDBERG
Direct Owner · 17.5%
4290985
JENNIFER ANN LIDEL
Executive Officer · 2.5%
2898591
HARLAN JAY MOECKLER
Executive Officer · 2.5%
1243848
TERRY JOHN REGAS
Executive Officer · 2.5%
2258786