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| Happy Holidays!! thanks for using AUM13F!! |
| Azimut Genesis Advisors LLC
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|---|---|
| CRD # | 134626 |
| SEC # | 801-64054 |
| CIK # | |
| AUM | $447.0 M (2025-03-20) |
| Employees | 9 (56% Investors, 22% Brokers) |
| Phone | 786-866-3700 |
| Address | 1450 Brickell Ave Miami, FL 33131 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Protea UCITS II Genesis Bond Fund | 2011-12-06 | 49.7 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 239 | 397.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 49.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 240 | 447.0 |
| By Discretionary | ||
| Discretionary | 60 | 156.1 |
| Non-Discretionary | 180 | 290.9 |
| Total | 240 | 447.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 249.5 | |
| United States Persons | 197.5 | |
| Total | 240 | 447.0 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Azimut Genesis Advisors LLC
✚
|
FL | 0.4 |
|
AZG Capital LLC
✚
|
FL | 0.0 |
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Zimmerman Wealth Management LLC
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Lifeinvest Wealth Management Ltd
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|
5th Street Advisors LLC
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CT | 0.4 |
|
Grant/Grossmendelsohn LLC
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MD | 0.4 |
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Sierra Ocean LLC
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CA | 0.4 |
|
44 Wealth Management LLC
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Total Management Group Inc
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