Azimut Investment Advisors LLC

RIASEC RegisteredEst. 2005

Total AUM

$1B

Discretionary

$664M

66% of AUM

Avg account

$2.1M

Accounts

485

Employees

Advisory reps

Firm details

Headquarters: Miami, Florida
CRD number: 134626
Registered since: May 10, 2005
Website: www.azimutadvisor.com
Custodians: PERSHING LLC, EFG BANK AG, PICTET
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Corporations / Businesses73.32%
HNWI14.77%
Investment Companies4.45%
Individuals2.87%
Other2.58%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Azimut Investment Advisors LLC is an independent, SEC-registered registered investment adviser organized as an LLC. Founded and registered with the SEC in 2005, the firm acts as a capital allocator for both individual/family and institutional clients. Its advisory work focuses on portfolio management for individuals and small businesses as well as for business or institutional accounts. Fee arrangements are flexible and include percentage-of-AUM, hourly, fixed-fee, and performance-based structures. The firm is not positioned as an active ESG investor and is not designated as a multi-state adviser. Industry relationships include activity as a broker-dealer and as an investment adviser.