Investment adviser · CRD 117284
AMERANT INVESTMENTS, INC.
Investment adviser filing (IA)
CORAL GABLES, FL, United States · Form ADV filed Apr 22, 2026
- Regulatory AUM
- $782M Form ADV · Item 5.F
- Client accounts
- 1,296 Accounts, not individual clients
- Employees
- 35 Reported in this filing
- Advisory professionals
- 22 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Corporations & businesses | 299 | $341,304,625 | 43.6% |
| High-net-worth individuals | 143 | $268,213,389 | 34.3% |
| Individuals | 841 | $139,413,652 | 17.8% |
| Pooled investment vehicles | 1 | $26,841,474 | 3.4% |
| Charities | 13 | $6,612,920 | 0.8% |
Filing source
Form ADV 2097273 · Apr 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 22, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
220 ALHAMBRA CIRCLE, 2ND FLOORCORAL GABLES, FL, 33134, United States
CRD 117284
Filing source
Form ADV 2097273 · Apr 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.