Azimuth Alternative Asset Management, Limited Liability Limited (New York)


Azimuth Alternative Asset Management, Limited Liability Limited is a large advisory firm based in New York. It manages $396 million of regulatory assets for 29 client accounts. It has been registered with the SEC as an adviser since 2004.

Azimuth Alternative Asset Management, Limited Liability Limited 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 Asset Management, Limited Liability Limited: assets under management

The assets under management (AUM) of Azimuth Alternative Asset Management, Limited Liability Limited is $396 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $396 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.66 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Azimuth Alternative Asset Management, Limited Liability Limited 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.

Indirect Owners

The SEC currently registers 10 indirect owners.

Name Entity Date acquired Ownership Employer ID
Llc Ram Capital Shareholder 1 Aug 1994 25% - 50% 36-3971860
Ltd. Ram Capital Investments Shareholder 1 May 1999 75% - 100% 00-0000000
Ltd. Ram Trading Shareholder 1 Jun 1999 75% - 100% 98-0209437
Ltd. Rtl Holdings Shareholder 1 Jun 2000 75% - 100% 98-0229704
Steven Mark Gluckstern Member 1 Sep 2002 50% - 75% 4328062
Wesley Samuel Williams Member 1 Sep 2002 50% - 75% 4744562
Timothy Cook Draper Manager 1 Dec 2002 25% - 50% 1303568
Steve Tinklenberg Jurvetson Manager 1 Dec 2002 Other 4389778
Howard Philip Milstein Member 1 Nov 2003 50% - 75% 4759415
Edward Lawrence Milstein Member 1 Nov 2203 50% - 75% 4759421

Based in New York

The principal office where Azimuth Alternative Asset Management, Limited Liability Limited performs its advisory services is located at 162 Fifth Avenue, 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 a.m. - 6 p.m. on Monday - Friday. You can find more information about the New York firm at www.azimuthtrust.com.