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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

AMERAUDI ASSET MANAGEMENT, INC.

CRD 119854

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bf9be826-4004-dda0-e91e-9e6ee87e4dfa

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 11
On other graphs: 0
Observed: Apr 1, 2019 to Mar 26, 2026
22 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.01 related_bd=true related_bank=false bd_reps=5.0
Regulatory AUM: $2.1BItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $506M
Private client RAUM: $2.0BderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 13
RAUM per advisor: $161Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 15
Advisory employees: 9
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,339
Individual clients: 56
High net worth clients: 832
SEC number: 801-115201
CIK: 1772954
CRD: 119854
Filings on the tape: 22
First filed: Apr 1, 2019
Latest filed: Mar 26, 2026
Organised: Corporation, DE
Website: ameraudi.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PABLO LEONARDO JIMENEZ	n/a	NEW YORK, NY \| Forest Hills, NY	7	16	n/a	yes
JOAO PAULO VISCARDO	n/a	NEW YORK, NY \| New York, NY	7	12	n/a	yes
MICHAEL WILLIAM O'SHAUGHNESSY	n/a	New York, NY \| Fairfield, CT	7	38	1	yes
GEORGE JOSEPH AUDI	Chartered Financial Analyst	NEW YORK, NY	5	21	n/a	no
DANIEL EDUARDO LIMA	Chartered Financial Analyst	MIAMI, FL \| NEW YORK, NY	3	11	n/a	no
LADYANNE CASTELLANOS	Certified Financial Planner	MIAMI, FL \| NEW YORK, NY	2	12	2	no
Jennifer Tatiana Henao	n/a	NEW YORK, NY	0	11	n/a	no
CAYLEA ROSE SCHMITZ GURSOY	n/a	NEW YORK, NY	0	12	n/a	no
EDUARDO ANDRES RAMIREZ CRUZ	n/a	NEW YORK, NY \| MIAMI, FL	0	10	2	no
Daniel Pompeo Camargo Jannuzzi	n/a	NEW YORK, NY	0	10	n/a	yes
Luisa Haratani Bittencourt	n/a	NEW YORK, NY	0	12	n/a	no
PHILIP FARID ABDO	n/a	NEW YORK, NY	0	10	n/a	no
Cynthia Raad	n/a	NEW YORK, NY	0	12	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ABBOUD, SALIM	Director	Na	yes	09/2018	Aug 16, 2019	Aug 27, 2024
AUDI, GEORGE, JOSEPH	President	Na	yes	03/2014	Apr 1, 2019	Aug 27, 2024
AUDI, JOSEPH, GEORGES	CHAIRMAN, INTERAUDI BANK	C	yes	01/1999	Apr 1, 2019	Aug 27, 2024
INTERAUDI BANK	Owner	E	yes	01/1999	Apr 1, 2019	Aug 27, 2024
JOHANSSON, STEFAN	Director	Na	yes	09/2018	Aug 16, 2019	Aug 27, 2024
PAGNOTTA, RICHARD, N	CHIEF COMPLIANCE OFFICER	Na	yes	08/2024	Aug 14, 2024	Aug 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
INTERAUDI BANK	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Miami	FL	United States	4	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$2.1B	$506M	15	9	1	n/a	n/a
2024	Mar 28, 2025	$1.7B	$458M	14	5	1	n/a	n/a
2023	Mar 29, 2024	$1.4B	$414M	12	5	1	n/a	n/a
2022	Mar 30, 2023	$1.2B	$458M	12	5	1	n/a	n/a
2021	Mar 26, 2022	$997M	$452M	9	5	1	n/a	n/a
2020	Mar 26, 2021	$807M	$363M	9	6	1	n/a	n/a
2019	Mar 30, 2020	$571M	$275M	8	5	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.1B	$1.7B	20.3%	$1.2B	21.7%	15	14	1	1

Relationships

Registered with (13)

← Cynthia RaadAdvisorregistration: previous registration
Jun 16, 2025 to Jul 29, 2026factForm ADV
← PHILIP FARID ABDOAdvisorregistration: current employment
Jun 30, 2026 to presentfactForm ADV
← Luisa Haratani BittencourtAdvisorregistration: current employment
May 20, 2026 to presentfactForm ADV
← Daniel Pompeo Camargo JannuzziAdvisorregistration: current employment
Feb 9, 2026 to presentfactForm ADV
← EDUARDO ANDRES RAMIREZ CRUZAdvisorregistration: current employment
Jan 28, 2026 to presentfactForm ADV
← CAYLEA ROSE SCHMITZ GURSOYAdvisorregistration: current employment
Dec 6, 2025 to presentfactForm ADV
← Jennifer Tatiana HenaoAdvisorregistration: current employment
Nov 11, 2025 to presentfactForm ADV
← LADYANNE CASTELLANOSAdvisorregistration: current employment
Jun 11, 2024 to presentfactForm ADV
← DANIEL EDUARDO LIMAAdvisorregistration: current employment
Jun 20, 2023 to presentfactForm ADV
← GEORGE JOSEPH AUDIAdvisorregistration: current employment
Aug 19, 2021 to presentfactForm ADV
← MICHAEL WILLIAM O'SHAUGHNESSYAdvisorregistration: current employment
Jul 8, 2019 to presentfactForm ADV
← JOAO PAULO VISCARDOAdvisorregistration: current employment
Apr 22, 2019 to presentfactForm ADV
← PABLO LEONARDO JIMENEZAdvisorregistration: current employment
Jan 31, 2019 to presentfactForm ADV

Controls (6)

← AUDI, GEORGE, JOSEPHOwnerPRESIDENT, ownership code NA, individual
Apr 1, 2019 to Aug 27, 2024factForm ADV
← AUDI, JOSEPH, GEORGESOwnerCHAIRMAN, INTERAUDI BANK, ownership code C, individual
Apr 1, 2019 to Aug 27, 2024factForm ADV
← PAGNOTTA, RICHARD, NOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 14, 2024 to Aug 27, 2024factForm ADV
← ABBOUD, SALIMOwnerDIRECTOR, ownership code NA, individual
Aug 16, 2019 to Aug 27, 2024factForm ADV
← JOHANSSON, STEFANOwnerDIRECTOR, ownership code NA, individual
Aug 16, 2019 to Aug 27, 2024factForm ADV
← INTERAUDI BANKOwnerOWNER, ownership code E, domestic entity
Apr 1, 2019 to Aug 27, 2024factForm ADV

Dated events

Occurred
Aug 14, 2024
Control person joined
N Richard Pagnotta (Chief Compliance Officer) appeared on Schedule A of Ameraudi Asset Management, Inc.
Form ADVobserved 3 days ago
Occurred
Aug 14, 2024
Control person left
David Marlon Orantes (Chief Compliance Officer) no longer on Schedule A of Ameraudi Asset Management, Inc. (listed 2024-04-18, absent 2024-08-14)
Form ADVobserved 3 days ago
Occurred
Mar 29, 2024
Control person joined
David Marlon Orantes (Chief Compliance Officer) appeared on Schedule A of Ameraudi Asset Management, Inc.
Form ADVobserved 3 days ago
Occurred
Mar 29, 2024
Control person left
Andrew Schmidt (Chief Compliance Officer) no longer on Schedule A of Ameraudi Asset Management, Inc. (listed 2024-02-08, absent 2024-03-29)
Form ADVobserved 3 days ago
Occurred
Mar 26, 2021
Regulatory AUM changed
Ameraudi Asset Management, Inc. reported RAUM $807.0M, up 41% from $570.6M (2021-01-27 to 2021-03-26)
Form ADVobserved 3 days ago
$236M
Occurred
Mar 26, 2021
Control person joined
Georges Joseph Audi (Chairman, Intearudi Bank) appeared on Schedule A of Ameraudi Asset Management, Inc.
Form ADVobserved 3 days ago
Occurred
Jan 27, 2021
Control person joined
Andrew Schmidt (Chief Compliance Officer) appeared on Schedule A of Ameraudi Asset Management, Inc.
Form ADVobserved 3 days ago
Occurred
Aug 16, 2019
Control person left
Georges Joseph Audi (Director) no longer on Schedule A of Ameraudi Asset Management, Inc. (listed 2019-04-01, absent 2019-08-16)
Form ADVobserved 3 days ago
Occurred
Aug 16, 2019
Control person joined
Salim Abboud (Director) appeared on Schedule A of Ameraudi Asset Management, Inc.
Form ADVobserved 3 days ago
Occurred
Aug 16, 2019
Control person joined
Stefan Johansson (Director) appeared on Schedule A of Ameraudi Asset Management, Inc.
Form ADVobserved 3 days ago
Occurred
Apr 1, 2019
First Form ADV filing
Ameraudi Asset Management, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bf9be826-4004-dda0-e91e-9e6ee87e4dfa
First observed: Apr 1, 2019
Last observed: Mar 26, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AMERAUDI ASSET MANAGEMENT, INC.

CRD 119854

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bf9be826-4004-dda0-e91e-9e6ee87e4dfa

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:11 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PABLO LEONARDO JIMENEZ

n/a

NEW YORK, NY | Forest Hills, NY

n/a

yes

JOAO PAULO VISCARDO

n/a

NEW YORK, NY | New York, NY

n/a

yes

MICHAEL WILLIAM O'SHAUGHNESSY

n/a

New York, NY | Fairfield, CT

yes

GEORGE JOSEPH AUDI

Chartered Financial Analyst

NEW YORK, NY

n/a

DANIEL EDUARDO LIMA

Chartered Financial Analyst

MIAMI, FL | NEW YORK, NY

n/a

LADYANNE CASTELLANOS

Certified Financial Planner

MIAMI, FL | NEW YORK, NY

Jennifer Tatiana Henao

n/a

NEW YORK, NY

n/a

CAYLEA ROSE SCHMITZ GURSOY

n/a

NEW YORK, NY

n/a

EDUARDO ANDRES RAMIREZ CRUZ

n/a

NEW YORK, NY | MIAMI, FL

Daniel Pompeo Camargo Jannuzzi

n/a

NEW YORK, NY

n/a

yes

Luisa Haratani Bittencourt

n/a

NEW YORK, NY

n/a

PHILIP FARID ABDO

n/a

NEW YORK, NY

n/a

Cynthia Raad

n/a

NEW YORK, NY

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ABBOUD, SALIM

Director

yes

09/2018

Aug 16, 2019

Aug 27, 2024

AUDI, GEORGE, JOSEPH

President

yes

03/2014

Apr 1, 2019

Aug 27, 2024

AUDI, JOSEPH, GEORGES

CHAIRMAN, INTERAUDI BANK

yes

01/1999

Apr 1, 2019

Aug 27, 2024

INTERAUDI BANK

Owner

yes

01/1999

Apr 1, 2019

Aug 27, 2024

JOHANSSON, STEFAN

Director

yes

09/2018

Aug 16, 2019

Aug 27, 2024

PAGNOTTA, RICHARD, N

CHIEF COMPLIANCE OFFICER

yes

08/2024

Aug 14, 2024

Aug 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

INTERAUDI BANK

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Miami

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$2.1B

$506M

n/a

2024

Mar 28, 2025

$1.7B

$458M

n/a

2023

Mar 29, 2024

$1.4B

$414M

n/a

2022

Mar 30, 2023

$1.2B

$458M

n/a

2021

Mar 26, 2022

$997M

$452M

n/a

2020

Mar 26, 2021

$807M

$363M

n/a

2019

Mar 30, 2020

$571M

$275M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.1B

$1.7B

20.3%

$1.2B

21.7%