# Ameraudi Asset Management, Inc.

> Ameraudi Asset Management, Inc. is an SEC-registered investment advisory firm in New York, NY, registered since 2019, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 119854
- Filed as: AMERAUDI ASSET MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/119854
- AdvisorCensus page: https://advisorcensus.com/firm/ameraudi-asset-management-inc-new-york-ny-119854

## Quick answers

**How is Ameraudi Asset Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Ameraudi Asset Management, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Ameraudi Asset Management, Inc. located?**
Ameraudi Asset Management, Inc.'s principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Ameraudi Asset Management, Inc. registered with the SEC or a state?**
Ameraudi Asset Management, Inc. is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 119854.

**How much does Ameraudi Asset Management, Inc. manage?**
Ameraudi Asset Management, Inc. reports $2,098,273,770 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (24% discretionary).

**How have Ameraudi Asset Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Ameraudi Asset Management, Inc.: Regulatory assets under management: $806,952,430 in the October 2021 data and $2,098,273,770 in the October 2026 data, up 160%. Total employees: 9 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ameraudi Asset Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (832); corporations or other businesses not listed above (73); individuals (other than high net worth individuals) (56).

**Which custodians does Ameraudi Asset Management, Inc. use?**
Ameraudi Asset Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Interactive Brokers LLC, Pershing Advisor Solutions LLC and Stonex Financial Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Ameraudi Asset Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/119854

**What changed in Ameraudi Asset Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 9. Regulatory assets under management went from $1,743,966,021 to $2,098,273,770 (+20%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Interactive Brokers LLC
- Pershing Advisor Solutions LLC
- Stonex Financial Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,098,273,770
- Discretionary: $506,022,067
- Non-discretionary: $1,592,251,703

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 56 | $19,860,218 |
| High net worth individuals | 832 | $1,934,801,772 |
| Banking or thrift institutions | 1 | $494,846 |
| Charitable organizations | 6 | $18,590,224 |
| Corporations or other businesses not listed above | 73 | $124,526,710 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 15 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, DE, FL, IL, MA, MD, NJ, NY, PA, SD, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Miami, FL

### Websites listed on Form ADV (Item 1.I)
- ameraudi.com/investments

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $806,952,430 | 9 | March 26, 2021 |
| October 2022 | $996,686,650 | 9 | March 26, 2022 |
| October 2023 | $1,165,360,727 | 12 | April 27, 2023 |
| October 2024 | $1,440,282,033 | 12 | August 27, 2024 |
| October 2025 | $1,743,966,021 | 14 | May 22, 2025 |
| October 2026 | $2,098,273,770 | 15 | March 26, 2026 |

Regulatory assets under management: $806,952,430 in the October 2021 data and $2,098,273,770 in the October 2026 data, up 160%.
Total employees: 9 in October 2021 and 15 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 9.
- Regulatory assets under management went from $1,743,966,021 to $2,098,273,770 (+20%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ameraudi Asset Management, Inc. (CRD 119854): Form ADV filing data as of October 2026.