Azimuth Alternative Assets LLC (New York)

Name: Azimuth Alternative Assets LLC
Address: 162 Fifth Avenue, 8 Th Floor, New York, NY, 10010
Telephone: 212-366-8700

Azimuth Alternative Assets LLC is a large advisory firm based in New York. It manages $373 million of regulatory assets for 29 client accounts. It has been registered with the SEC as an adviser since 2004.

Azimuth Alternative Assets provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Azimuth Alternative Assets: assets under management

The assets under management (AUM) of Azimuth Alternative Assets LLC is $373 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 69% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $373 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.86 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Azimuth Alternative Assets LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Azimuth Alternative Assets LLC

Terence Shealy Meehan has been acting as President since 1 Jun 2005. Llc Azimuth Trust Holdings joined the executive team most recently as the General Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Steven Mark Gluckstern	Member	1 Mar 2002	50% - 75%	4328062
Adam Michael Mizel	Member & manager	1 Mar 2002	25% - 50%	2168163
James George Rickards	President & manager	1 Jan 2003	Other	2379677
Llc Azimuth Trust Holdings	General partner	1 Jun 2005	75% - 100%	66-0616821
Terence Shealy Meehan	President	1 Jun 2005	Other	2374339
Todd Eugene Petzel	Managing director, chief compliance officer	1 Jun 2005	Other	2945339

Based in New York

The principal office where Azimuth Alternative Assets LLC performs its advisory services is located at 162 Fifth Avenue, 8 Th Floor, New York, NY 10010, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-366-8700 or by fax 212-366-8701. The normal business hours are 8 am - 6 pm on Monday - Friday. You can find more information about the New York firm at www.azimuthtrust.com.