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 operates as a small capital allocator focused on private equity and real estate strategies. The firm provides portfolio management for individuals and small businesses, and it also manages pooled investment vehicles while performing selection-of-adviser duties; it acts in sponsor/GP roles on pooled vehicles and as sponsor of limited partnerships. Fee arrangements include a percentage-of-AUM component alongside performance-based fees, which aligns with its private-equity style fund activity and sponsor relationships. The firm lists both individual/family and institutional clients and is structured to allocate capital to third-party alternative managers in addition to running its own pooled vehicle(s). Azura Partners US LLC does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

    Managing DirectorCRD 5457699

  • Matthew Weinman

    Registered RepresentativeCRD 5046128

  • 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
767 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth