Ameraudi Asset Management, Inc.

RIASEC RegisteredEst. 2019
Total AUM
$2.1B
Discretionary
$506M
24% of AUM
Avg account
$1.6M
Accounts
1,339
Employees
15
Advisory reps
14

Firm details

Headquarters
New York, New York
CRD number
119854
Registered since
May 3, 2019
Website
ameraudi.com
Custodians
PERSHING LLC, STONEX FINANCIAL INC., CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI92.21%
  • Corporations / Businesses5.93%
  • Individuals0.95%
  • Charitable Organizations0.89%
  • Banking / Thrift Institutions0.02%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Ameraudi Asset Management, Inc. is a corporation operating as an independent registered investment adviser (SEC-registered since 2019). The firm describes itself as a capital allocator that manages portfolios for individuals, small businesses and institutional clients. Its compensation model is percentage-of-assets-under-management. Advisory services include discretionary portfolio management for individuals and small businesses plus the selection and oversight of third‑party advisers. Ameraudi does not position itself as an active ESG investor. The firm lists industry affiliations with broker‑dealer and banking/thrift institution channels, and it identifies both a domestic entity and an individual as owner types.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 37%, Exchange Traded Equities 24%, US Government Bonds 19%, Cash & Cash Equivalents 14%, Investment Grade Corp Bonds 2%, Non-Exchange Traded Equities 1%, State & Local Bonds 1%, Sovereign Bonds 1%, Non-Investment Grade Corp Bonds 1%37%
  • Public Funds/Mutual Funds37%
  • Exchange Traded Equities24%
  • US Government Bonds19%
  • Cash & Cash Equivalents14%
  • Investment Grade Corp Bonds2%

Owners & executives

1 of 1

  • George Audi

    CEOCRD 4118934

Contacts

3 of 13

  • Jennifer Henao

    Financial Operations OfficerCRD 7203496

  • Pablo Jimenez

    CCOCRD 5533140

  • Eduardo Ramirez Cruz

    Eduardo Ramirez Cruz

    AVPCRD 7058293

Unlock 10 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 64

Active vs passive

$334M in ETFs

Passive

100%

$334M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$39.8M57,92511.91%
Unlock additional holdings →

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
19 E 54th St
Time zone
ET (UTC-5)
Office locations

Similar firms

Long Ridge Equity Partners

RIA

New York, NY

AUM $2.1BTEAM 27REPS 5

American Capital Management Inc

RIA

New York, NY

AUM $2.1BTEAM 15REPS 7

Greylion Partners LP

RIA

New York, NY

AUM $2.1BTEAM 22REPS 4

Velocity Capital Advisors LLC

RIA

New York, NY

AUM $2.1BTEAM 13REPS 3

Aris Management, LLC

RIA

New York, NY

AUM $2.1BTEAM 3564REPS 5

Basis Management Group LLC

RIA

New York, NY

AUM $2.1BTEAM 52REPS 3
More RIAs in New York →All New York RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth