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Amerant Investments, Inc.

● SEC registered since 2002CRD 117284SEC# 801-61889Coral Gables, FL
Export (members)
Reg. AUM
$782.4M
Employees
35
Accounts
1,296
Location
Coral Gables, FL

Amerant Investments, Inc. assets under management

Amerant Investments, Inc. is an SEC-registered investment adviser based in Coral Gables, FL. The firm has been registered since 2002. It reports $782.4 million in regulatory assets under management and employs 35 people.

Amerant Investments, Inc. owners & executives

9 reported
NameTitleOwnershipSince
Alberto Manuel Capriles ControlDirectorUnder 5%2018
Amerant Bank, N.A. ControlShareholderOver 75%2001
Andres Jose Garganta ControlDirectorUnder 5%2023
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Frequently asked questions

How much does Amerant Investments, Inc. manage?

Amerant Investments, Inc. reports $782.4 million in regulatory assets under management on its Form ADV.

How many employees does Amerant Investments, Inc. have?

Amerant Investments, Inc. reports 35 employees.

Where is Amerant Investments, Inc. located?

Amerant Investments, Inc. is based in Coral Gables, FL and has been SEC-registered since 2002.

Does Amerant Investments, Inc. disclose fund performance?

Amerant Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address220 Alhambra Circle, 2nd Floor, Coral Gables, FL 33134
Phone305-460-8599
Office hours9a.m.-5p.m.
SEC regionMiami Regional Office (MIRO)
CIK1146222
Discloses disciplinary historyYes

Regulatory AUM

$782.4M▲ 24%
Feb '25 — $632.8MMar '25 — $688.2MApr '25 — $688.2MMay '25 — $688.2MJun '25 — $688.2MJul '25 — $688.2MAug '25 — $688.2MSep '25 — $688.2MOct '25 — $688.2MNov '25 — $688.2MDec '25 — $688.2MJan '26 — $688.2MFeb '26 — $688.2MMar '26 — $782.4MApr '26 — $782.4MMay '26 — $782.4MJun '26 — $782.4M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers

Assets under management

$782.4Mregulatory AUM
Discretionary $482MNon-discretionary $300.4M