The AMERANT INVESTMENTS, INC. is a publicly held investment adviser that advises $813.29mn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. AMERANT INVESTMENTS, INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 52.37% over the last 5-years.
The Group has been registered with the SEC for 23.99 years and is comprised of 1 filing and 0 relying advisers. They operate out of 7 office locations with their Headquarters at 220 ALHAMBRA CIRCLE 2ND FLOOR, CORAL GABLES, FLORIDA. The Group has been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 35 employees comprised of 22 investment and 13 non-investment staff. The total number of Employees increased by 6.06% over the last 5-years.
Their $813.29mn in assets advised are owned by 1 private fund, 1 public fund and BDCs and 312 other accounts. Assets of Corporations or Other Businesses clients own $341.3mn or 41.97% of Total Assets and High Net Worth Individuals own $268.21mn or 32.98% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are Corporations or Other Businesses and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
AMERANT INVESTMENTS, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.