AdvisorCensus / Financial advisors / New York / New York / Azura Partners US LLC
Azura Partners US LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 30, 2026.
Quick answers
From the filingHow is Azura Partners US LLC compensated?
On its Form ADV (Item 5.E, October 2026), Azura Partners US LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Azura Partners US LLC located?
Azura Partners US LLC's principal office is in New York, NY, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Azura Partners US LLC registered with the SEC or a state?
Azura Partners US LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327986.
How much does Azura Partners US LLC manage?
Azura Partners US LLC reports $71,300,000 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (65% discretionary).
How have Azura Partners US LLC's assets and staff changed since 2024?
In the Form ADV data for Azura Partners US LLC: Regulatory assets under management: $25,000,000 in the October 2024 data and $71,300,000 in the October 2026 data, up 185%. Total employees: 6 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Azura Partners US LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (1); pooled investment vehicles (other than investment companies and business development companies) (1).
Does Azura Partners US LLC 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/327986
Does Azura Partners US LLC state an account minimum?
Its Form ADV Part 2A brochure dated June 24, 2026 says: "The Adviser will generally require a minimum commitment of $25 million to establish a client relationship but may waive this minimum at its discretion."
What changed in Azura Partners US LLC's recent Form ADV filings?
In the July 2026 filing data: Added an office in Coral Gables, FL. No longer lists an office in Miami, FL. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $25,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The Adviser will generally require a minimum commitment of $25 million to establish a client relationship but may waive this minimum at its discretion.
As stated in the firm's Form ADV Part 2A brochure dated June 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$71,300,000 as of October 2026, filing dated July 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (2 years)
- Employees
- Total: 6. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the August 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $71,300,000 | 6 | July 30, 2026 |
| October 2025 | $46,000,000 | 9 | June 17, 2025 |
| October 2024 | $25,000,000 | 6 | May 23, 2024 |
Regulatory assets under management: $25,000,000 in the October 2024 data and $71,300,000 in the October 2026 data, up 185%.
Total employees: 6 in October 2024 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- July 2026
- Added an office in Coral Gables, FL.
- No longer lists an office in Miami, FL.
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Employees performing advisory functions went from 4 to 6.
- Regulatory assets under management went from $46,000,000 to $71,300,000 (+55%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Azura Partners US LLC (CRD 327986): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/azura-partners-us-llc-new-york-ny-327986