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| Azimut Investment Advisors LLC
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|
|
|---|---|
| CRD # | 134626 |
| SEC # | 801-64054 |
| CIK # | |
| AUM | $1.0 B (2026-05-12) |
| Employees | 10 (70% Investors, 40% Brokers) |
| Phone | 786-866-3700 |
| Address | 1450 Brickell Ave Miami, FL 33131 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | AZ Bond - Latin America Bonds | 2025-12-22 | 49.7 | |
| Other | Protea UCITS II Genesis Bond Fund | 2011-12-06 | 49.7 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 108 | 28.8 |
| (b) Individuals (high net worth individuals) | 82 | 148.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 44.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 17.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 2.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 187 | 735.2 |
| (n) Other | 4 | 25.9 |
| Total | 485 | 1,002.7 |
| By Discretionary | ||
| Discretionary | 283 | 664.3 |
| Non-Discretionary | 202 | 338.4 |
| Total | 485 | 1,002.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 614.5 | |
| United States Persons | 388.2 | |
| Total | 485 | 1,002.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
AIRE Advisors LLC
✚
|
CA | 1.0 |
|
West Paces Advisors Inc
✚
|
GA | 1.0 |
|
Great Hill Capital LLC
✚
|
1.0 | |
|
PYA Waltman Capital LLC
✚
|
TN | 1.0 |
|
McGlone Suttner Wealth Management Inc
✚
|
WI | 1.0 |
|
Corbyn Investment Management Inc
✚
|
MD | 1.0 |
|
Burling Wealth Partners LLC
✚
|
IL | 1.0 |
|
BlueSky Wealth Advisors LLC
✚
|
NC | 1.0 |
|
Hudock Inc
✚
|
PA | 1.0 |
|
Seeds Investor LLC
✚
|
NY | 1.0 |