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| Keyboard |
| Amerant Investments Inc
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|---|---|
| CRD # | 117284 |
| SEC # | 801-61889 |
| CIK # | 0001146222 |
| AUM | 782.4 M (2026-04-22) |
| Employees | 35 (63% Investors, 100% Brokers) |
| Phone | 305-460-8599 |
| Address | 220 Alhambra Circle Coral Gables, FL 33134 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 841 | 139.4 |
| (b) Individuals (high net worth individuals) | 143 | 268.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 26.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 13 | 6.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 299 | 341.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,296 | 782.4 |
| By Discretionary | ||
| Discretionary | 992 | 482.0 |
| Non-Discretionary | 304 | 300.4 |
| Total | 1,296 | 782.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 538.9 | |
| United States Persons | 243.5 | |
| Total | 1,296 | 782.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| LEI | 254900M8G8SSAIMHET60 |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
MI | 784.4 M |
|
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|
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Augustine Asset Management Inc
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Harfst and Associates Inc
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|
Old Port Advisors Inc
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|
Clarity Capital KCPS Ltd
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782.3 M | |
|
Factor Wealth Management Ltd
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IL | 781.0 M |
|
Sierra Summit Advisors LLC
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|
Portfolio Medics LLC
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