CRD: 117284
Amerant Investments, Inc.
$782.4M Total AUM
$482.0M Disc. AUM
8.4% 3Y CAGR
35 Employees
1,297 ADV. Clients
24 yrs Firm Age
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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-16-2002
- Office Locations
- 6
Office Locations
220 Alhambra Circle 2ND Floor Coral Gables FL
2301 Glades Road Boca Raton FL
4830 West Kennedy Boulevard Suite 150 Tampa FL
About Amerant Investments, Inc.
Amerant Investments, Inc. is an SEC-registered investment adviser providing customized investment management and holistic wealth planning for families focused on preserving generational wealth. Portfolios span mutual funds and ETFs, fixed income, structured products, and alternatives, paired with dedicated Wealth Advisors and ongoing access to investment professionals. Custody includes Pershing.
Team overview
38 AVG AGE
$35.6M AVG AUM / ADVISOR
$603.2K AVG AUM / CLIENT
4.5 yrs AVG TENURE
35 Employees
22 Advisory Reps
22 RIA Reps
24yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
S
SHARYMAR EGLLEE CALDERON YEPEZ
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
A
ALBERTO MANUEL CAPRILES
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 7 owners & executives
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D
Diego Alfonso Abreu
--
- CRD
- #7774630
Available
Available
Available
M
MARIA CECILIA ALMEIDA
--
- CRD
- #7613128
Available
Available
Available
Showing 2 of 43 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $482,005,698 | $485,893 |
| Non-Discretionary | $300,380,362 | $988,093 |
| Total | $782,386,060 | $603,693 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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