Amerant Investments, Inc.

Broker-DealerFINRA MemberEst. 2002
Total AUM
$782M
Discretionary
$482M
62% of AUM
Accounts
1,296
Employees
35
Advisory reps
39
Brokerage reps
35

Firm details

Headquarters
Coral Gables, Florida
CRD number
117284
Registered since
August 9, 2002
Website
www.amerantinvestments.com
Custodians
PERSHING LLC
Fee structure
Percentage of AUM
Client types
  • Corporations / Businesses43.62%
  • HNWI34.28%
  • Individuals17.82%
  • Pooled Investment Vehicles3.43%
  • Charitable Organizations0.85%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Amerant Investments, Inc. is a corporate broker-dealer and SEC-registered investment adviser that manages capital for both individual/family clients and institutional accounts. Registered with the SEC since 2002, the firm charges fees as a percentage of assets under management and acts as a capital allocator and selector of sub‑advisers. Its advisory mandate includes discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, separate account management for institutions or businesses, and the selection of other advisers. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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: Public Funds/Mutual Funds 53%, Exchange Traded Equities 19%, Investment Grade Corp Bonds 15%, US Government Bonds 4%, Cash & Cash Equivalents 4%, Non-Investment Grade Corp Bonds 3%, State & Local Bonds 1%, Private Funds 1%53%
  • Public Funds/Mutual Funds53%
  • Exchange Traded Equities19%
  • Investment Grade Corp Bonds15%
  • US Government Bonds4%
  • Cash & Cash Equivalents4%

Owners & executives

3 of 4
  • Alberto Manuel Capriles

    Alberto Manuel Capriles

    Chief Risk OfficerCRD 6998024

  • Carlos Iafigliola

    Carlos Iafigliola

    EVP & Chief Financial OfficerCRD 7285620

  • Baylor Lancaster-samuel

    Baylor Lancaster-samuel

    Chief Investment OfficerCRD 4797736

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Contacts

3 of 35
  • Daisy De La Torre Montoya

    Daisy De La Torre Montoya

    Investment ConsultantCRD 5826195

  • Julie DiMare

    Julie DiMare

    Vice PresidentCRD 3261742

  • Daniel Segal

    Daniel Segal

    SVPCRD 4076125

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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

Coral Gables, FL

Miami Dade

Location

Coral Gables, FL

Headquartered in Coral Gables, 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
220 Alhambra Cir
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

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