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AMERAUDI ASSET MANAGEMENT, INC.
CRD 119854File 801-115201
APPROVED
Retail clients
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.10B
Top 25% of cohort (national)
Discretionary AUM
$506.0M
Non-discretionary $1.59B
Clients
968
1,339 accounts
Employees
15
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 3, 2019
- Principal office
- 19 EAST 54TH STREET, NEW YORK, NY, 10022
- Phone
- 212-833-1090
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.10B
- Discretionary AUM
- $506.0M
- Non-discretionary AUM
- $1.59B
- Discretionary accounts
- 386
- Non-discretionary accounts
- 953
- Total accounts
- 1,339
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 73 | $124.5M |
| Charitable organizations | 6 | $18.6M |
| High net worth individuals | 832 | $1.93B |
| Banking or thrift institutions | Fewer than 5 | $495K |
| Individuals (other than high net worth individuals) | 56 | $19.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 14 | 15 | increased by1 |
| Apr 1, 2026 | Clients | 911 | 968 | increased by57 |
| Apr 1, 2026 | AUM | $1,743,966,021 | $2,098,273,770 | increased by$354,307,749 |
| Apr 1, 2026 | Accounts | 1,245 | 1,339 | increased by94 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 14 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 612 | 911 | increased by299 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $996,686,650 | $1,743,966,021 | increased by$747,279,371 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 821 | 1,245 | increased by424 |
| Apr 1, 2022 | Clients | 480 | 612 | increased by132 |
| Apr 1, 2022 | AUM | $806,952,430 | $996,686,650 | increased by$189,734,220 |
| Apr 1, 2022 | Accounts | 663 | 821 | increased by158 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AMERAUDI ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AMERAUDI ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.