RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Walter Jose Alves
- Title
- Managing Partnerreportedazimutadvisor.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/walter-j-alves-jr-322658116reportedazimutadvisor.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Azimut Investment Advisors LLC other currentsince Feb 26, 2026 · Miami, Fl
- Az Apice Capital Management LLC formerFeb 19, 2016 to Feb 3, 2026 · Miami, Fl
- Morgan Stanley wirehouseJun 1, 2009 to Feb 29, 2016 · Miami, Fl
- Morgan Stanley & Co. LLC unclassifiedFeb 7, 2007 to Jun 1, 2009 · Miami, Fl
- Lehman Brothers Inc. unclassifiedMay 14, 2004 to Feb 15, 2007 · Miami, Fl
- Az Apice Capital Management LLC to Azimut Investment Advisors LLCleft Feb 3, 2026, registered Feb 26, 2026 (23 days) · RIA to RIA · moved with a team
- Morgan Stanley to Az Apice Capital Management LLCleft Feb 29, 2016, registered Feb 19, 2016 (-10 days) · Other · moved with a team
- Morgan Stanley & Co. LLC to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- Lehman Brothers Inc. to Morgan Stanley & Co. LLCleft Feb 15, 2007, registered Feb 7, 2007 (-8 days) · Other
- Walter Jose Alves left Az Apice Capital Management Llc for Azimut Investment Advisors Llc (registered 2026-02-26)Feb 3, 2026 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Other adviserderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address