Azimut Investment Advisors provides portfolio management for individuals and small businesses and portfolio management for institutions.
Azimut Investment Advisors reports 384 clients. They include 187 corporations and other businesses, 108 individual clients, and 82 high-net-worth individuals. Of its assets, 66.3% ($664M across 283 accounts) are managed with discretion; $338M across 202 accounts are not. Of its clients, 70% are outside the U.S. It advised 59 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 28% | 3% |
| High-net-worth individuals | 21% | 15% |
| Investment companies | <1% | 4% |
| Charitable organizations | <1% | 2% |
| Insurance companies | <1% | <1% |
| Other client typesCorporations and other businesses; Other | 50% | 76% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 108 | $28.8M | 2.9% | $266K |
| High-net-worth individuals | 82 | $148M | 14.8% | $1.81M |
| Investment companies | 1 | $44.6M | 4.4% | $44.6M |
| Charitable organizations | Fewer than 5 | $17.2M | 1.7% | $17.2M |
| Insurance companies | Fewer than 5 | $2.91M | 0.3% | $2.91M |
| Corporations and other businesses | 187 | $735M | 73.3% | $3.93M |
| Other | Fewer than 5 | $25.9M | 2.6% | $6.47M |
| Total | 384 | $1B | 100% | — |
- Clients
- 108
- Regulatory AUM
- $28.8M
- AUM share
- 2.9%
- Avg. per client
- $266K
- Clients
- 82
- Regulatory AUM
- $148M
- AUM share
- 14.8%
- Avg. per client
- $1.81M
- Clients
- 1
- Regulatory AUM
- $44.6M
- AUM share
- 4.4%
- Avg. per client
- $44.6M
- Clients
- Fewer than 5
- Regulatory AUM
- $17.2M
- AUM share
- 1.7%
- Avg. per client
- $17.2M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.91M
- AUM share
- 0.3%
- Avg. per client
- $2.91M
- Clients
- 187
- Regulatory AUM
- $735M
- AUM share
- 73.3%
- Avg. per client
- $3.93M
- Clients
- Fewer than 5
- Regulatory AUM
- $25.9M
- AUM share
- 2.6%
- Avg. per client
- $6.47M
Total
- Clients
- 384
- Regulatory AUM
- $1B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 70%
- Clients advised without assets under management last fiscal year
- 59
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Azimut Investment Advisors is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Azimut Genesis Holdings LLC owns 75% or more of Azimut Investment Advisors and is in turn owned by Az US Holdings (50–75%). Rodrigo Rego is CEO; the leadership team includes Chief Investment Officer Andre Leao and Chief Compliance Officer Uzi Rosha. It has 10 employees, 7 of them in advisory roles.
Leadership
- Rodrigo RegoChief Executive Officer
- Uzi RoshaChief Compliance Officer
- Walter AlvesManaging Partner
- Bruno GorgattiManaging Partner
- Andre LeaoChief Investment Officer
- Marco ManeriManager
- Giorgio MeddaManager
- Thomas MercanteManager
- Vittorio PraccaManager
- Maria SonzogniManager
Investment adviser representatives
11 representatives listed in the SEC register as of 9 October 2026.
- Walter Jose Alves JR
- Stefano Maria Biasini
- Richard Bierbaum
- Shasmir Coria
- Eduardo Mafra Correa Netto mr
- Bruno Colaco Gorgatti
- Andre Corsini Leao
- Larice Pereira Lima
- Maria Leticia Passoni
- Gustavo Magalhaes Pinto
- Rodrigo C Rego
Staff
- 10 employees
- 7 in advisory functions
- 10 state-registered reps
- 4 broker-dealer reps
- 25 soliciting firms
- Owns 75% or more of Azimut Investment Advisors LLC
Azimut Genesis Holdings LLC
Control person · since March 2005
- Owns 50% to 75% of Azimut Genesis Holdings LLC
Az US Holdings
since September 2020
- Owns 75% or more of Az US Holdings
Azimut Uk Holdings Limited
Control person · since July 2021
- Owns 75% or more of Azimut Uk Holdings Limited
Azimut Holdings Spa
since September 2020
Azimut Investment Advisors’ regulatory assets grew 2.9× from $341M (March 2021) to $1B (May 2026); clients rose from 167 to 384 and employees from 4 to 10. In 2026, Az Apice Capital Management ($376M in its last filing) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $1B | 384 | 10 | 1 |
| March 2025 | $447M | 240 | 9 | 1 |
| March 2024 | $393M | 226 | 7 | 1 |
| May 2023 | $289M | 169 | 5 | 1 |
| March 2022 | $321M | 129 | 4 | 1 |
| March 2021 | $341M | 167 | 4 | 1 |
Firms that joined
20261 joined
- Az Apice Capital ManagementLast filed AUM $376M
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Azimut Investment Advisors has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 1450 Brickell Ave, Suite 2610, MiamiHQ
Other business names
Azimut Investment Advisors has reported 2 other business names to the SEC.
- Az Apice Capital Management, LLC
- Azimut Genesis Advisors
Contact and registration details
- Legal name
- Azimut Investment Advisors LLC
- Headquarters
- 1450 Brickell Ave, Suite 2610, Miami, FL 33131
- Website
- azimutadvisor.com
- Phone
- 786-866-3700
- @9274757
- SEC file
- 801-64054
- Structure
- Delaware LLC
- Fiscal year end
- December
Azimut Investment Advisors uses Pershing ($120M, 40%), Efg Bank Ag ($105M, 35%) and Pictet & Cie ($78.6M, 26%) as custodians for its separately managed accounts. Azimut Investment Advisors does not have custody of client assets.
- Efg Bank AgEfg Bank Ag · Nassau · $105M35%
- Pictet & CiePictet & Cie · Geneva · $78.6M26%
- PershingPershing LLC · Jersey City, NJ · $120M40%
At year end, Azimut Investment Advisors’ separately managed accounts were mostly in bonds (51%) and stocks (41%).
What the accounts hold
- Stocks41%
- Exchange-traded equities27%
- Non-exchange-traded equities14%
- Bonds51%
- Investment grade corporate bonds27%
- U.S. government and agency bonds15%
- State and local bonds8%
- Sovereign bonds1%
- Cash6%
- Other2%
- Commodities, structured notes2%
How many clients does Azimut Investment Advisors have?
Azimut Investment Advisors has 384 clients and manages $1 billion for them, as of May 2026. They include 187 corporations and other businesses, 108 individual clients, and 82 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 May 2026
What services does Azimut Investment Advisors offer?
Azimut Investment Advisors provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Azimut Investment Advisors use?
Azimut Investment Advisors’ separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $120M, Efg Bank Ag (Nassau), with $105M and Pictet & Cie (Geneva), with $78.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 May 2026
How many financial advisors does Azimut Investment Advisors have?
Azimut Investment Advisors has 10 investment adviser representatives registered with state securities authorities, out of 10 employees, and 7 perform investment advisory functions. 4 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 Azimut Investment Advisors invest in?
At the end of its last fiscal year, Azimut Investment Advisors’ separately managed accounts held 27% exchange-traded equities, 27% investment grade corporate bonds, 15% U.S. government and agency bonds, 14% non-exchange-traded equities, 8% state and local bonds, 6% cash and equivalents, 2% other and 1% sovereign bonds. The 2% other category is described as: Commodities, Structured Notes.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Azimut Investment Advisors?
Azimut Investment Advisors is owned through a chain of holding companies by Azimut Holdings Spa. Its direct owner is Azimut Genesis Holdings LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 12 May 2026
How does Azimut Investment Advisors get paid?
Azimut Investment Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions 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 Azimut Investment Advisors?
Azimut Investment Advisors’ main office is at 1450 Brickell Ave, Suite 2610, Miami, FL 33131. Its phone number is 786-866-3700. Its website is azimutadvisor.com.