Azura Partners US LLC

RIASEC RegisteredEst. 2023
Total AUM
$71.3M
Discretionary
$46.3M
65% of AUM
Avg account
$35.6M
Accounts
2
Employees
6
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
327986
Registered since
December 22, 2023
Website
azura.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles64.94%
  • HNWI35.06%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Azura Partners US LLC is organized as a limited liability company and is classified in filings as a private equity fund adviser. The firm registered with the SEC in 2023. Ownership is listed as a mix of a foreign entity and an individual. Its client base includes both individual and family clients as well as institutional investors. Azura provides portfolio management for individuals/small businesses and for pooled investment vehicles, and it also conducts selection-of-other-advisers work. The firm charges a mix of percentage-of-AUM and performance-based fees. filings indicate Azura sponsors and serves as GP/managing member of pooled vehicles and acts as sponsor of limited partnerships.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • Robert Coffey

    Chief Compliance OfficerCRD 5805972

Contacts

3 of 4
  • Jerry Garcia

    Jerry Garcia

    Managing DirectorCRD 5457699

  • Matthew Weinman

    Registered RepresentativeCRD 5046128

  • Lina Diaz Luna

    Lina Diaz Luna

    Private Client AdvisorCRD 6781992

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
767 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth