AZORA CAPITAL LP

RIASEC RegisteredEst. 2017
Total AUM
$2.5B
Discretionary
$2.5B
100% of AUM
Avg account
$132M
Accounts
19
Employees
16
Advisory reps
2

Firm details

Headquarters
MIAMI, Florida
CRD number
287621
Registered since
March 31, 2017
Custodians
MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles78%
  • Other18.48%
  • Insurance Companies3.52%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Azora Capital LP is a limited partnership that operates as a hedge fund manager and adviser to pooled investment vehicles. The firm is SEC-registered (since 2017) and targets institutional clients. Its fee mix includes asset-based and performance fees, and it performs portfolio management for pooled vehicles while also acting in sponsor/GP and managing-member roles. Azora identifies as a CPO/CTA and does not position itself primarily as a third-party capital allocator or an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, Cash & Cash Equivalents 29%, Other 1%70%
  • Exchange Traded Equities70%
  • Cash & Cash Equivalents29%
  • Other1%

Owners & executives

2 of 2
  • RICHARD REYES

    CFO & CCOCRD 6602488

  • RAVI CHOPRA

    Founder & CIOCRD 4431607

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$18.7M in ETFs

Passive

100%

$18.7M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 2000 ETF (IWM)BlackRockPassiveSmall Blend$17.2M69,40192.05%

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
3480 Main Hwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth