AMERAUDI ASSET MANAGEMENT, INC.
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
FINTRXOverview
Ameraudi Asset Management, Inc. is an independent, SEC-registered advisory firm organized as a corporation and active since 2019. The firm acts as a capital allocator and provides fee-based portfolio management primarily for individuals, families and small businesses, while also serving institutional clients. Its advisory work includes direct portfolio management and the selection of third‑party managers, and it maintains industry ties to broker‑dealers and banking/thrift institutions. Ameraudi does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds37%
- Exchange Traded Equities24%
- US Government Bonds19%
- Cash & Cash Equivalents14%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1GEORGE AUDI
CEOCRD 4118934
Contacts
3 of 13Jennifer Henao
Financial Operations OfficerCRD 7203496
Cynthia Raad
Financial Operations AssociateCRD 8031689
PABLO JIMENEZ
CCOCRD 5533140
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$272M in ETFs
100%
$272M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $36M | 60,245 | 13.25% |
Location
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
RIANew York, NY
GREYLION PARTNERS LP
RIANew York, NY
VELOCITY CAPITAL ADVISORS LLC
RIANew York, NY
ARIS MANAGEMENT, LLC
RIANew York, NY
BASIS MANAGEMENT GROUP LLC
RIANew York, NY
SIR CAPITAL MANAGEMENT L.P.
RIANew York, NY