Azimut Investment Advisors LLC

RIASEC Registered
Total AUM
$1B
Discretionary
$664M
66% of AUM
Avg account
$2.1M
Accounts
485
Employees
10
Advisory reps
17

Firm details

Headquarters
Miami, Florida
CRD number
134626
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 27%, Investment Grade Corp Bonds 27%, US Government Bonds 15%, Non-Exchange Traded Equities 14%, State & Local Bonds 8%, Cash & Cash Equivalents 6%, Other 2%, Sovereign Bonds 1%27%
  • Exchange Traded Equities27%
  • Investment Grade Corp Bonds27%
  • US Government Bonds15%
  • Non-Exchange Traded Equities14%
  • State & Local Bonds8%

Owners & executives

3 of 7
  • Larice Lima

    Larice Lima

    Chief Operations OfficerCRD 7321885

  • Rodrigo Rego

    Rodrigo Rego

    Founder & CEOCRD 4596048

  • Thomas Mercante

    Chief Executive OfficerCRD 8219642

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Contacts

3 of 10
  • Stephanie Cesar

    Stephanie Cesar

    Senior Wealth AdvisorCRD 6281908

  • Richard Bierbaum

    Richard Bierbaum

    Operations SpecialistCRD 8164685

  • Gustavo Pinto

    Senior Wealth AdvisorCRD 4635776

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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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth