AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.4 |
| Non-Discretionary | $0.0 |
| Total | $0.4 |
| Client | AUM |
|---|---|
| Retail | $0.4 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 223 | $0.4 |
| Average HNW AUM | $1,610,943 | |
| Retail Total | 223 | $0.4 |
| Average Retail AUM | $1,610,943 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|---|---|
| PERSHING LLC | JERSEY CITY-NJ-USA | $0.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.4 |
| Retail SMA AUM | $0.4 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 24% | $0.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 6% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 2% | $0.0 |
| IG Credit | 11% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 1% | $0.0 |
| Investment Companies | 40% | $0.2 |
| Other Pools | 0% | $0.0 |
| Cash | 15% | $0.1 |
| Other | 1% | $0.0 |
| Total | 100% | $0.4 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| AZIMUT GENESIS ADVISORS LLC | $0.4 | 134626 | |
| AZ FUND MANAGEMENT SA | $0.0 | - | |
| AZIMUT BRAZIL WEALTH MANAGEMENT LTDA | $0.0 | - | |
| SANCTUARY SECURITIES, INC. | $0.0 | broker-dealer | 205 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
10 active
| Name | Title |
|---|---|
| FREDDI, MARITA, SOBIGLIA | MANAGER |
| SONZOGNI, MARIA, GRAZIA | MANAGER |
| GORGATTI, BRUNO, COLACO | MEMBER, MANAGING PARTNER |
| ALVES, WALTER, JOSE | MANAGING PARTNER |
| PERRUCCI, GIUSEPPE, NMN | MANAGER |
| GUIATI, MASSIMO | MANAGER |
| GONZALEZ, CARLOS, JAVIER | CCO |
ADVDB.CO • SOURCE: SEC
2 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| WALTER ALVES | MIAMI | FL | S63|1996-09-13|S65|2000-10-24 | ||||||
| BRUNO GORGATTI | MIAMI | FL | S66|2000-10-19 | ||||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $0.4 | $0.0 | 0% | 4 | 0 | 0% |
| 2025-04-21 | $0.4 | $0.0 | 0% | 4 | 0 | 0% |
| 2024-04-02 | $0.3 | $0.0 | 9% | 4 | 0 | 0% |
| 2023-04-04 | $0.3 | $0.1 | 19% | 5 | -1 | -20% |
| 2022-04-01 | $0.4 | $0.0 | -7% | 3 | 1 | 33% |
| 2021-04-05 | $0.3 | $0.0 | 9% | 3 | 1 | 33% |
| 2020-04-01 | $0.3 | $0.1 | 32% | 4 | 0 | 0% |
| 2019-04-01 | $0.2 | $0.1 | 58% | 4 | 0 | 0% |
| 2018-04-02 | $0.2 | $0.2 | 136% | 4 | 0 | 0% |
| 2017-04-01 | $0.4 | $0.0 | 0% | 4 | 0 | 0% |
| 2016-04-01 | $0.3 | $0.1 | 50% | 4 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| FL, FL-12/11/2015 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV