Azimut Investment Advisors LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 134626
- 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%
Firm profile
FINTRXOverview
Azimut Investment Advisors LLC operates as an independent registered investment adviser and identifies as a capital allocator serving both individual & family clients and institutional investors. The firm uses a mix of billing approaches—percentage of AUM, hourly and fixed fees, and it can charge performance-based fees—suggesting flexibility across client relationships and mandate types. Azimut is not positioned as an ESG-focused manager and does not report multi-state adviser status or pension consulting activity. Ownership is listed as a combination of a domestic entity and an individual. The firm maintains relationships consistent with broker-dealer activity and other investment-adviser affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities27%
- Investment Grade Corp Bonds27%
- US Government Bonds15%
- Non-Exchange Traded Equities14%
- State & Local Bonds8%
Owners & executives
3 of 7
Larice Lima
Chief Operations OfficerCRD 7321885

Rodrigo Rego
Founder & CEOCRD 4596048
Thomas Mercante
Chief Executive OfficerCRD 8219642
Contacts
3 of 10
Stephanie Cesar
Senior Wealth AdvisorCRD 6281908

Richard Bierbaum
Operations SpecialistCRD 8164685
Gustavo Pinto
Senior Wealth AdvisorCRD 4635776
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 1450 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Daybright Advisory Services, Inc.
RIAMiami, FL
GFG Capital
RIAMiami, FL
Sollinda Capital Management LLC
RIAMiami, FL
LS Bdc Adviser, LLC
RIAMiami, FL
Cifc Investment Management LLC
RIAMiami, FL
Panoramika Advisors Inc.
RIAMiami, FL