Rodrigo C Rego

Azimut Genesis Advisors

22 Years of Experience

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Areas of Practice

Investment ManagementHigh Net Worth

Azimut Genesis Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

240 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$447.0M

Fee Structure

Minimum Investment:$500K

Financial Planning:Investment management only

Minimum Annual Fee:$5,000

Location

1450 Brickell Ave, Suite 2610, Miami, FL, 33131

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Rodrigo is the CEO of Azimut Genesis Holdings LLC, a holding company for Azimut Genesis Advisors LLC and AZG Capital LLC. This is a full-time role, with a significant portion of his time dedicated to securities trading.

Employment History

Current Registrations

Azimut Genesis Advisors

June 2005 - Present · 20 yrs 8 mos

Previous Registrations

Azg Capital

June 2011 - December 2024 · 13 yrs 6 mos

Genesis Fund Management LLC

June 2011 - December 2021 · 10 yrs 6 mos

Bsi Investment Advisors LLC

October 2002 - May 2005 · 2 yrs 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.