The Herzfeld Caribbean Basin Fund Inc.

About The Herzfeld Caribbean Basin Fund Inc.

Thomas J. Herzfeld Advisors, founded in 1984, is an alternative investment advisory firm registered with the U.S. Securities and Exchange Commission as a Registered Investment Advisor (RIA). The firm focuses on offering a variety of investment strategies to individuals, institutions, and investment professionals, aiming to uncover overlooked market segments to capture value and deliver quality returns with lower correlation to broader markets.

Products & Services

Fixed Income:An investment strategy focused on fixed income securities.

Balanced:A strategy that balances risk and return across asset classes.

Muni:A strategy centered on municipal bond investments.

Preferred:An investment approach targeting preferred securities.

Special Situations:A strategy seeking value in unique or overlooked market opportunities.

Herzfeld Credit Income Fund:A specific fund offered by Herzfeld Advisors focusing on credit income.

Specialties

Closed-End Fund Trading and Arbitrage Customized Account Management Risk-Adjusted Returns Market Insight and Research Alternative Investment Strategies

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Rights Offering T: - FT: Rights Offering	A: 3 MR: - FA: 2.7919 FAN: 3	D: 2023-11-03 FD: 2023-11-03	-

Rights Offering Latest

2023-11-03

$3

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

T

Thomas J. Herzfeld

Founder and Leading Expert in Closed-End Fund Investing

L

Louis Rukeyser

P

Paul Kangas

E

Erik Herzfeld

President & Portfolio Manager

B

Brigitta Herzfeld

Managing Partner

T

Thomas Morgan, Esq.

CCO, COO, General Counsel

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