Azimut Investment Advisors Llc
- Regulatory AUM
- $1.0B
- Discretionary
- $664M
- Clients
- 384
- Avg AUM / client
- $2.6M
- Accounts
- 485
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of May 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 108 | $28.8M | 2.87% |
| High net worth individuals | 82 | $148M | 14.8% |
| Investment companies | 1 | $44.6M | 4.45% |
| Charitable organizations | 1 | $17.2M | 1.72% |
| Insurance companies | 1 | $2.9M | 0.29% |
| Corporations and other businesses | 187 | $735M | 73.3% |
| Other | 4 | $25.9M | 2.58% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rodrigo C Rego | Chief Executive Officer | Mar 2005 (21y) | ≈ 18.75% – 50% via Azimut Genesis Holdings Llc | |
| Andre Corsini Leao | Chief Investment Officer | Oct 2020 (6y) | Less than 5% | |
| Carlos Javier Gonzalez | Chief Compliance Officer | Mar 2021 (5y) | Less than 5% | |
| Larice Pereira Lima | Registered representative | Feb 2021 (6y) | ||
| Eduardo Mafra Correa Netto | Registered representative | Jan 2022 (5y) | ||
| Stephanie Cordeiro Cesar | Registered representative | Apr 2024 (2y) | ||
| Maria Leticia Passoni | Registered representative | May 2025 (1y) | ||
| Stefano Maria Biasini | Registered representative | Jan 2026 (1y) | ||
| Bruno Colaco Gorgatti | Registered representative | Feb 2026 (0y) | ||
| Walter Jose Alves | Registered representative | Feb 2026 (0y) | ||
| Richard Bierbaum | Registered representative | Apr 2026 (0y) | ||
| Gustavo Magalhaes Pinto | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Azimut Genesis Holdings Llc | Managing Member | Mar 2005 | A | 75% or more |
| Azimut Holdings Spa | Owner | Sep 2020 | B | ≈ 21.09% – 75% via Azimut Uk Holdings Limited |
| Azimut Uk Holdings Limited | Shareholder | Jul 2021 | B | ≈ 28.13% – 75% via Az Us Holdings |
| Az Us Holdings | Owner | Sep 2020 | B | ≈ 37.5% – 75% via Azimut Genesis Holdings Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Rodrigo C Rego: 25% – 50% of Azimut Genesis Holdings Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Azimut Holdings Spa: 75% – 100% of Azimut Uk Holdings Limited × 75% – 100% of Az Us Holdings × 50% – 75% of Azimut Genesis Holdings Llc × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Azimut Uk Holdings Limited: 75% – 100% of Az Us Holdings × 50% – 75% of Azimut Genesis Holdings Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Az Us Holdings: 50% – 75% of Azimut Genesis Holdings Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/12/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Pershing $120M (12% of AUM) May 2026
- Efg Bank Ag $105M (10% of AUM) May 2026
- Pictet & Cie $78.6M (8% of AUM) May 2026
- Morgan Stanley $52.4M (13% of AUM) Mar 2024
- J.P. Morgan $46.3M (12% of AUM) Mar 2024
- Efg Bank & Trust (Bahamas) Ltd $34.1M (9% of AUM) Mar 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 12, 2026.
View current Form ADV (SEC/IAPD) ↗