Data / Investment advisers / Florida / Amerant Investments, Inc.
Amerant Investments, Inc., Coral Gables, FL: $782 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Amerant Investments, Inc. is an SEC registered investment adviser with its main office in Coral Gables, Florida and reports $782 million in regulatory assets under management in its Form ADV filed April 22, 2026. Its clients include corporations and other businesses, high net worth individuals and individuals. It is paid through a percentage of assets under management.
The request: Watch Amerant Investments, Inc. (CRD number 117284): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 117284
- SEC file number
- 801-61889
- SEC status
- Approved, effective August 9, 2002
- Main office
- 220 Alhambra Circle 2nd Floor, Coral Gables, FL 33134
- Phone
- (305) 460-8599
- Website
- amerantinvestments.marstone.com
- Regulatory AUM
- $782,386,060 in the Form ADV filed April 22, 2026
- Discretionary AUM
- $482,005,698
- Non discretionary AUM
- $300,380,362
- Accounts
- 1,296
- Employees
- 35, of which 22 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Other offices
- 7
- Form ADV Item 11 disclosures
- Reported: self-regulatory organization actions
- Latest Form ADV filing
- April 22, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 299 | $341.3 million |
| High net worth individuals | 143 | $268.2 million |
| Individuals (other than high net worth individuals) | 841 | $139.4 million |
| Pooled investment vehicles | 1 | $26.8 million |
| Charitable organizations | 13 | $6.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $782.4 million | March 6, 2026 |
| December 1, 2025 | $688.2 million | July 3, 2025 |
Other advisers in Coral Gables
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Mas Advisors LLC | Coral Gables | $2.56 billion | Not listed | adviserinfo.sec.gov |
| Tallvine Partners Management LP | Coral Gables | $1.42 billion | 7 | adviserinfo.sec.gov |
| Seaview Investment Managers LLC | Coral Gables | $1.37 billion | Not listed | adviserinfo.sec.gov |
| Finback Investment Partners | Coral Gables | $1.20 billion | 11 | adviserinfo.sec.gov |
| Storge | Coral Gables | $866.6 million | Not listed | adviserinfo.sec.gov |
| Invex Advisors LLC | Coral Gables | $759.3 million | 3 | adviserinfo.sec.gov |
| Bayshore Wealth Advisors | Coral Gables | $740.1 million | Not listed | adviserinfo.sec.gov |
| Aston Capital Management | Coral Gables | $711.8 million | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Coral Gables, FL
- Investment advisers in Florida
- Advisers with $500 million to $1 billion in AUM
- Advisers serving corporations and other businesses
- Advisers serving high net worth individuals
- Amerant Investments, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.