Azura Partners US LLC

RIASEC RegisteredEst. 2023
Total AUM
$71.3M
Discretionary
$46.3M
65% of AUM
Avg account
$35.6M
Accounts
2
Employees
6
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
327986
Registered since
December 22, 2023
Website
azura.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles64.94%
  • HNWI35.06%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Azura Partners US LLC is a limited liability company that registered with the SEC in 2023 and operates as a private equity fund manager. Ownership is split between a foreign entity and an individual, and the firm serves both individual/family clients and institutional investors. Its advisory work spans discretionary portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and the selection of external advisers. The firm also acts in sponsor and general-partner capacities for pooled vehicles and related structures. Compensation includes a percentage-of-assets-under-management component alongside performance-based fees. Azura does not describe itself as an active ESG investor and is not identified as a multistate adviser in the available filings.

Assets & Accounts

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

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • Robert Coffey

    Chief Compliance OfficerCRD 5805972

Contacts

3 of 4
  • Jerry Garcia

    Jerry Garcia

    Managing DirectorCRD 5457699

  • Matthew Weinman

    Registered RepresentativeCRD 5046128

  • Lina Diaz Luna

    Lina Diaz Luna

    Private Client AdvisorCRD 6781992

Unlock 1 more contacts

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

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
875 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth