AZIMUT INVESTMENT ADVISORS LLC

RIASEC RegisteredEst. 2005

Total AUM

$1B

Discretionary

$664M

66% of AUM

Avg account

$2.1M

Accounts

485

Employees

Advisory reps

Firm details

Headquarters: MIAMI, Florida
CRD number: 134626
Registered since: May 10, 2005
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%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Azimut Investment Advisors LLC is an independent, SEC-registered advisory firm organized as an LLC and operating as a capital allocator. The firm has been registered with the SEC since 2005 and is owned by a combination of a domestic entity and an individual. It serves both individual and family clients as well as institutional investors, and provides portfolio management services for individuals/small businesses and for businesses or institutions. Fee arrangements are mixed: Azimut charges traditional percentage-of-AUM fees and also uses hourly and fixed fees, with performance-based fee arrangements appearing in its schedule. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser.