Azimuth Trust Management, LLC (New York)

Name: Azimuth Trust Management, LLC
Address: 989 Avenue Of The Americas, New York, NY, 10018
Telephone: 212-366-8700

Azimuth Trust Management, LLC is a large advisory firm based in New York. It manages $217.98 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2005.

Azimuth Trust Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Azimuth Trust Management: assets under management

The assets under management (AUM) of Azimuth Trust Management, LLC is $217.98 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $217.98 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.11 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Azimuth Trust Management, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Azimuth Trust Management, LLC

Todd Eugene Petzel has served as the Chief Investment Officer since 1 Jun 2005 and Terence Shealy Meehan is the Chief Executive Officer of Azimuth Trust Management, LLC family office. Edward Walter Piekarski joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Terence Shealy Meehan	Chief executive officer/ member of board of directors	1 Jun 2005	75% - 100%	2374339
Llc Azimuth Trust Holdings	General partner	1 Jun 2005	75% - 100%	66-0616821
Caroline Agnes Byrne	Vp-finance, treasurer, comptroller	1 Jun 2005	Other	4877944
Tiffany Marie Lenz	Associate general counsel	1 Jun 2005	Other	5002053
Todd Eugene Petzel	Chief investment officer/ chief compliance officer/ member of board of directors	1 Jun 2005	Other	2945339
Anthony Robert Hugo Gerard	Chief operating officer/ member of board of directors	1 Jun 2005	Other	1171710
Robert Hermann Litzenberger	Portfolio manager/ member of board of directors	1 Jun 2005	Other	2801700
Llc Azimuth Holdings	Managing member	1 Jun 2005	75% - 100%	66-0616821
Edward Walter Piekarski	Chief compliance officer	1 Jan 2006	Other	4381482

Based in New York

The principal office where Azimuth Trust Management, LLC performs its advisory services is located at 989 Avenue Of The Americas, New York, NY 10018, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-366-8700 or by fax 212-366-8701. The normal business hours are 9:00 am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.azimuthtrust.com.