Azimuth Capital Investment Management is an investment advisor in Bloomfield Hills with $3.48 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
874776421
SEC advisor number
801-123448
FINRA CRD number
319062
AUM ?
$3.48 bn
(as of 14 Apr 22)
Accounts
1,495
(as of 14 Apr 22)
Employees
21
(9 investment advisory or research)
Office hours
Monday - Friday, 8:30 AM - 5:30 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Focus Operating, LLC | Member (Manager) | 04/2022 | > 75% |
Focus Financial Partners, LLC | Member | 01/2007 | > 75% |
Focus Financial Partners Inc. | Member | 07/2018 | > 75% |
Mcenroe, Daniel, James | Senior Managing Director & Chief Compliance Officer | 04/2022 | < 5% |
Haddad, Ted, N | Senior Managing Director | 04/2022 | < 5% |
Hewlett, Janet, Marie | Senior Managing Director | 04/2022 | < 5% |
Ragheb, Paul, Ian | Senior Managing Director | 04/2022 | < 5% |
Van Faussien, Mark, Edward | Senior Managing Director | 04/2022 | < 5% |
Gough, William, Charles | Senior Managing Director | 04/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22