SourcingSourcing

AMERAUDI ASSET MANAGEMENT, INC.

C28
CRD 119854·SEC 801-115201·NEW YORK, NY
AUM
$2.10B
$1B+
Est. Revenue
$21.0M
@ 1% on AUM
Est. EBITDA
$6.3M
@ 30% margin
Est. Deal Value
$50.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AMERAUDI ASSET MANAGEMENT, INC.
CRD
119854
SEC file #
801-115201
EIN
134044704
DBA names
—

Economics

AUM
$2.10B
AUM band
$1B+
AUM trajectory
'20'26
$525.4M → $2.10B▲ +299%
Client mix
Individuals High Net Worth832
Corporations73
Individuals Other56
Charitable Organizations6
Banking Institutions1

Operations

Employees (total)
15
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
5 advisors → 9 advisors▲ +80%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
ameraudi.com/investments

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
INTERAUDI BANK
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
INTERAUDI BANK
ABBOUD, SALIM
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
AMERAUDI.COM
Rdap Domain Creation Date
1999-08-04T19:25:04Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001772954
Edgar Registered
Yes
Edgar Filing Count
32
Edgar First Filing Date
2020-02-13
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
30
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001172661-26-002243

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
6
Bc Firm Active IA Count
14
Bc Firm IAR Count
14
Custodian Candidates
Full
Charles Schwab6
Pershing4
E*trade4
Interactive Brokers2
Edgar Addresses
Mailing
19 E. 54TH STREETNEW YORK, NY 10022
Business
19 E. 54TH STREETNEW YORK, NY 10022
Edgar EIN
134044704
Edgar Recent Filings
13F-HR2026-05-15 · 0001172661-26-002243
13F-HR/A2026-02-11 · 0001172661-26-000633
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2034-08-04T19:24:56Z
Rdap Domain Last Changed
2024-08-04T19:44:40Z
Rdap Nameservers
Pdns91.ultradns.bizPdns91.ultradns.comPdns91.ultradns.netPdns91.ultradns.org
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (16)

16
AUDI, GEORGE, JOSEPH
IAR · Executive Officer · 2.5%
4118934
SCHMITZ GURSOY, CAYLEA, ROSE
IAR · Executive Officer · 2.5%
6387282
ABBOUD, SALIM
Executive Officer · 2.5%
7165213
JOHANSSON, STEFAN
Executive Officer · 2.5%
7165222
Cynthia NMN Raad
IAR
8031689
Jennifer Tatiana Henao
IAR
7203496
SAAL, SCOTT, RICHARD
IAR
5735342
Daniel Pompeo Camargo Jannuzzi
IAR
7825135
DANIEL EDUARDO LIMA
IAR
7457668
MICHAEL WILLIAM O'SHAUGHNESSY
IAR
1772946
SAAL, STEPHEN, RAYMOND
IAR
722237
PABLO LEONARDO JIMENEZ
IAR
5533140
EDUARDO ANDRES RAMIREZ CRUZ
IAR
7058293
JOAO PAULO VISCARDO
IAR
5971536
LADYANNE CASTELLANOS
IAR
6308189
Luisa Haratani Bittencourt
IAR
8040452