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AZIMUT INVESTMENT ADVISORS LLC
CRD 134626File 801-64054
APPROVED
Retail clients
Disclosure events
Filing as of May 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.00B
Above cohort median (national)
Discretionary AUM
$664.3M
Non-discretionary $338.4M
Clients
380
485 accounts
Employees
10
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 10, 2005
- Principal office
- 1450 BRICKELL AVE, SUITE 2610, MIAMI, FL, 33131
- Phone
- 786 866 3700
- Website
- http://www.azimutgenesis.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.00B
- Discretionary AUM
- $664.3M
- Non-discretionary AUM
- $338.4M
- Discretionary accounts
- 283
- Non-discretionary accounts
- 202
- Total accounts
- 485
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 187 | $735.2M |
| Insurance companies | Fewer than 5 | $2.9M |
| Investment companies | 1 | $44.6M |
| Charitable organizations | Fewer than 5 | $17.2M |
| High net worth individuals | 82 | $148.1M |
| Individuals (other than high net worth individuals) | 108 | $28.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- 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 11- Q11C1
- Q11C2
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 384 | 380 | decreased by4 |
| Apr 1, 2026 | Employees | 11 | 10 | decreased by1 |
| Apr 1, 2026 | Clients | 486 | 384 | decreased by102 |
| Apr 1, 2026 | AUM | $1,110,180,445 | $1,002,696,146 | decreased by$107,484,299 |
| Apr 1, 2026 | Accounts | 484 | 485 | increased by1 |
| Mar 1, 2026 | Employees | 9 | 11 | increased by2 |
| Mar 1, 2026 | Disclosures | No | Yes | |
| Mar 1, 2026 | Clients | 240 | 486 | increased by246 |
| Mar 1, 2026 | AUM | $639,091,945 | $1,110,180,445 | increased by$471,088,500 |
| Mar 1, 2026 | Accounts | 239 | 484 | increased by245 |
| Jan 1, 2026 | AUM | $446,978,353 | $639,091,945 | increased by$192,113,592 |
| Jan 1, 2026 | Accounts | 240 | 239 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 9 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 129 | 240 | increased by111 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $320,900,328 | $446,978,353 | increased by$126,078,025 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AZIMUT INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AZIMUT INVESTMENT” 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.