Azora Capital LP

RIASEC RegisteredEst. 2017
Total AUM
$2.5B
Discretionary
$2.5B
100% of AUM
Avg account
$132M
Accounts
19
Employees
16
Advisory reps
2

Firm details

Headquarters
Miami, Florida
CRD number
287621
Registered since
March 31, 2017
Custodians
MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles78%
  • Other18.48%
  • Insurance Companies3.52%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Azora Capital LP is a limited partnership that operates as a hedge fund manager focused on pooled investment vehicles. The firm provides portfolio management for its own private funds and functions in roles typical of a sponsor/GP and CPO/CTA, indicating active involvement in structuring and operating investment vehicles. Its client base is institutional, and its fee arrangements combine asset-based charges with performance-linked fees and other negotiated terms. Azora is not positioned as an ESG investor and does not report multi-state advisory status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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: Exchange Traded Equities 70%, Cash & Cash Equivalents 29%, Other 1%70%
  • Exchange Traded Equities70%
  • Cash & Cash Equivalents29%
  • Other1%

Owners & executives

2 of 2
  • Richard Reyes

    Richard Reyes

    CFO & CCOCRD 6602488

  • Ravi Chopra

    Ravi Chopra

    Founder & CIOCRD 4431607

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
3480 Main Hwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth