$186.3M Total AUM
$112.5M Disc. AUM
2.4% 3Y CAGR
6 Employees
94 ADV. Clients
29 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- FusionRidge glacier +more
- Established Date
- 11-07-1996
- Office Locations
- 2
Office Locations
7204 Glen Forest Drive Suite #105 Richmond VA
-- Henrico VA
About CEF Advisors
CEF Advisors is a nationally recognized specialist in closed-end fund investing, also focused on BDCs and interval funds. The firm combines portfolio management with proprietary research and data from an in-house team to support a rigorous, data-driven investment process for retail and institutional clients, operating at the intersection of investing, research, and industry advocacy with 35+ years in the segment.
Team overview
45 AVG AGE
$93.2M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
15.3 yrs AVG TENURE
6 Employees
2 Advisory Reps
2 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Signal pathway Element vector Focus signal Beacon Harbor bridge Crest Wave Pioneer
Client Personas
Focus zenith Prime atlas
Custodian
Alpha Matrix Radial Alpha
Fund Managers
Oak atlas
Investment Themes
Catalyst insight Meridian Delta Summit prime Zenith
Investment Vehicles
Atlas frontier
Platform
Crest
Services
Wave Vector pioneer Pioneer Value zenith
Technology
Quantum fusion Timber Pathway unison
Owner & Executives
JOHN COLE SCOTT
Advisor, Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #4364191
- Ownership
- 75% or more
(671) 949-4260
timber.meridian@primecapital.com
in linkedin.com/in/radial-bridge
Showing 1 of 1 owners & executives
Unlock allContacts
D
DANIEL SILVER
Chief Compliance Officer
- CRD
- #4568791
(842) 769-4311
legacy.beacon@zenithcapital.com
in linkedin.com/in/meridian-prime
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $112,456,229 | $650,036 |
| Non-Discretionary | $73,866,886 | $10,552,412 |
| Total | $186,323,115 | $1,035,128 |
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Separately Managed Accounts
Total SMA Asset: $113,284,624
Public Funds:
45.9% Cash:
54.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,512,881,727 | 45.9% |
| Cash | $4,140,455,369 | 54.1% |
| Total | $7,653,337,096 | 100.0% |