Ameraudi Asset Management provides portfolio management for individuals and small businesses and selecting other managers.
Ameraudi Asset Management reports 968 clients. They include 832 high-net-worth individuals, 73 corporations and other businesses, and 56 individual clients. Of its assets, 24.1% ($506M across 386 accounts) are managed with discretion; $1.59B across 953 accounts are not. Of its clients, 62% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 6% | <1% |
| High-net-worth individuals | 86% | 92% |
| Banking or thrift institutions | <1% | <1% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 8% | 6% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 56 | $19.9M | 0.9% | $355K |
| High-net-worth individuals | 832 | $1.93B | 92.2% | $2.33M |
| Banking or thrift institutions | Fewer than 5 | $495K | 0.0% | $495K |
| Charitable organizations | 6 | $18.6M | 0.9% | $3.1M |
| Corporations and other businesses | 73 | $125M | 5.9% | $1.71M |
| Total | 968 | $2.1B | 100% | — |
- Clients
- 56
- Regulatory AUM
- $19.9M
- AUM share
- 0.9%
- Avg. per client
- $355K
- Clients
- 832
- Regulatory AUM
- $1.93B
- AUM share
- 92.2%
- Avg. per client
- $2.33M
- Clients
- Fewer than 5
- Regulatory AUM
- $495K
- AUM share
- 0.0%
- Avg. per client
- $495K
- Clients
- 6
- Regulatory AUM
- $18.6M
- AUM share
- 0.9%
- Avg. per client
- $3.1M
- Clients
- 73
- Regulatory AUM
- $125M
- AUM share
- 5.9%
- Avg. per client
- $1.71M
Total
- Clients
- 968
- Regulatory AUM
- $2.1B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 62%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Ameraudi Asset Management is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Interaudi Bank owns 75% or more of Ameraudi Asset Management and is in turn owned by Joseph Audi (25–50%). The leadership team of Ameraudi Asset Management includes President George Audi and Chief Compliance Officer Caylea Schmitz Gursoy. It has 15 employees, 9 of them in advisory roles.
Leadership
- George AudiPresident
- Caylea Schmitz GursoyChief Compliance Officer
- Salim AbboudDirector
- Stefan JohanssonDirector
Investment adviser representatives
12 representatives listed in the SEC register as of 9 October 2026.
- Philip F Abdo
- George Joseph Audi
- Ladyanne Castellanos
- Luisa Haratani Bittencourt
- Jennifer Tatiana Henao
- Pablo Leonardo Jimenez
- Michael William O'Shaughnessy
- Daniel Pompeo Camargo Jannuzzi
- Cynthia Raad
- Eduardo Andres Ramirez Cruz
- Caylea Rose Schmitz Gursoy
- Joao Paulo Viscardo
Staff
- 15 employees
- 9 in advisory functions
- 11 state-registered reps
- 5 broker-dealer reps
- 6 soliciting firms
- Owns 75% or more of Ameraudi Asset Management, Inc.
Interaudi Bank
Control person · since January 1999
- Owns 25% to 50% of Interaudi Bank
Joseph Audi
Control person · since January 1999
Ameraudi Asset Management’s regulatory assets grew 2.6× from $807M (March 2021) to $2.1B (March 2026); clients rose from 480 to 968 and employees from 9 to 15.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $2.1B | 968 | 15 | 2 |
| May 2025 | $1.74B | 911 | 14 | 2 |
| April 2024 | $1.44B | 850 | 12 | 2 |
| April 2023 | $1.17B | 724 | 12 | 2 |
| March 2022 | $997M | 612 | 9 | 2 |
| March 2021 | $807M | 480 | 9 | 2 |
Besides its headquarters, Ameraudi Asset Management has 1 office, with 2 listed addresses in Florida and New York.
Florida · 1 listed address
- Two Brickell City Centre, Miami
New York · 1 listed address
- 19 East 54th Street, New YorkHQ
Contact and registration details
- Legal name
- Ameraudi Asset Management, Inc.
- Headquarters
- 19 East 54th Street, New York, NY 10022
- Website
- ameraudi.com
- Phone
- 212-833-1090
- SEC file
- 801-115201
- Founded
- 1999
- Structure
- Delaware corporation
- Fiscal year end
- December
Ameraudi Asset Management uses Pershing ($1.37B, 65%), Stonex Financial ($545M, 26%) and Charles Schwab ($173M, 8%), among others, as custodians for its separately managed accounts. Ameraudi Asset Management does not have custody of client assets.
- PershingPershing Advisor Solutions LLC · Jersey City, NJ · $1.37B65%
- Charles SchwabCharles Schwab & Co., Inc. · West Lake, TX · $173M8%
- Stonex FinancialStonex Financial Inc. · Winter Park, FL · $545M26%
- Interactive BrokersInteractive Brokers LLC · Greenwich, CT · $8.26M0%
At year end, Ameraudi Asset Management’s separately managed accounts were largely in funds (37%) and stocks (25%). Its reported 13F holdings for the quarter ended 30 June 2026 total $221M across 45 positions; the largest are Vanguard Index Fds (18.0%), Vanguard BD Index Fds (13.4%) and Select Sector SPDR TR (7.5%).
What the accounts hold
- Stocks25%
- Exchange-traded equities24%
- Non-exchange-traded equities1%
- Funds37%
- Bonds24%
- U.S. government and agency bonds19%
- Investment grade corporate bonds2%
- State and local bonds1%
- Sovereign bonds1%
- High-yield corporate bonds1%
- Cash14%
Reported 13F holdings
- $221M
- Reported 13F value
- 45
- Positions
- 68.1%
- In the 10 largest
- +20.0%
- Value vs. prior quarter
- Vanguard Index Fds · S&P 500 ETF Shs18.0%
- Vanguard BD Index Fds · Total Bnd Mrkt13.4%
- Select Sector SPDR TR · ST Str Techn ETF7.5%
- Vanguard Intl Equity Index F · FTSE Pacific ETF5.4%
- Vanguard Intl Equity Index F · FTSE Europe ETF4.8%
- Select Sector SPDR TR · ST Str Care ETF4.6%
- iShares TR · Mbs ETF4.0%
- Vanguard Intl Equity Index F · FTSE Emr Mkt ETF3.5%
- Invesco Exchange Traded FD T · S&P500 Eql Wgt3.3%
- Select Sector SPDR TR · ST Str Discr ETF3.3%
Together, the ten largest are 68.1% of reported value.
How many clients does Ameraudi Asset Management have?
Ameraudi Asset Management has 968 clients and manages $2.1 billion for them, as of March 2026. They include 832 high-net-worth individuals, 73 corporations and other businesses, and 56 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does Ameraudi Asset Management offer?
Ameraudi Asset Management provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Ameraudi Asset Management use?
Ameraudi Asset Management’s separately managed account assets are held at Pershing Advisor Solutions LLC (Jersey City, NJ), with $1.37B, Stonex Financial Inc. (Winter Park, FL), with $545M, Charles Schwab & Co., Inc. (West Lake, TX), with $173M and Interactive Brokers LLC (Greenwich, CT), with $8.26M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026
How many financial advisors does Ameraudi Asset Management have?
Ameraudi Asset Management has 11 investment adviser representatives registered with state securities authorities, out of 15 employees, and 9 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Ameraudi Asset Management invest in?
At the end of its last fiscal year, Ameraudi Asset Management’s separately managed accounts held 37% registered funds (mutual funds, ETFs, BDCs), 24% exchange-traded equities, 19% U.S. government and agency bonds, 14% cash and equivalents, 2% investment grade corporate bonds, 1% non-exchange-traded equities, 1% state and local bonds, 1% sovereign bonds and 1% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Ameraudi Asset Management?
Ameraudi Asset Management is owned through a holding company by Joseph Audi. Its direct owner is Interaudi Bank (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Ameraudi Asset Management get paid?
Ameraudi Asset Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Ameraudi Asset Management?
Ameraudi Asset Management’s main office is at 19 East 54th Street, New York, NY 10022. Its phone number is 212-833-1090. Its website is ameraudi.com.