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Azimuth Capital Investment Management

Azimuth Capital Investment Management is an investment advisor in Bloomfield Hills with $3.48B assets under management.

Company profile

Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
874776421
SEC advisor number
801-123448
FINRA CRD number
319062
AUM ?
$3.48B (as of 14 Apr 22)
Accounts
1,495 (as of 14 Apr 22)
Employees
21 (9 investment advisory or research)
Office hours
Monday - Friday, 8:30 AM - 5:30 PM

Ownership

Owner Title From %Ownership
Focus Operating, LLC Member (Manager) 04/2022 > 75%
Focus Financial Partners, LLC Member 01/2007 > 75%
Focus Financial Partners Inc. Member 07/2018 > 75%
Mcenroe, Daniel, James Senior Managing Director & Chief Compliance Officer 04/2022 < 5%
Haddad, Ted, N Senior Managing Director 04/2022 < 5%
Hewlett, Janet, Marie Senior Managing Director 04/2022 < 5%
Ragheb, Paul, Ian Senior Managing Director 04/2022 < 5%
Van Faussien, Mark, Edward Senior Managing Director 04/2022 < 5%
Gough, William, Charles Senior Managing Director 04/2022 < 5%

Investment data

Data from SEC filings
Top 50 of 284 long holdings
End of quarter 30 Jun 22
Value
 
#Shares
 
$55.79M 408.04K
$53.14M 206.9K
$33.54M 201.22K
Exxon Mobil Corp
$32.27M 376.83K
$30.75M 139K
Chubb Ltd
$30.09M 153.06K
$29.1M 163.91K
$28.42M 794.65K
$28.32M 540.14K
Alphabet Inc Cl A
$28.09M 12.89K
$26.82M 228.65K
Visa Inc Cl A
$24.94M 126.68K
Enphase Energy Inc
$24.51M 125.52K
United Health Group
$23.56M 45.86K
$23M 248.2K
$21.93M 44.4K
ServiceNow, Inc
$21.23M 44.66K
$20.71M 53.93K
$20.5M 145.22K
Costco Wholesale
$20.34M 42.43K
$19.82M 61.14K
$18.46M 87.85K
$18.03M 279.97K
$17.55M 134.08K
$16.72M 115.47K
JP Morgan Chase & Co
$16.6M 147.41K
AbbVie Inc
$16.5M 107.72K
Merck & Co Inc
$16.23M 178K
Accenture LTD Cl A
$16.2M 58.35K
Zscaler Inc
$16.06M 107.42K
Signature Bank NY
$16.02M 89.39K
iShares iBonds Dec 2025 Muni E
$15.84M 616.15K
NVIDIA Corp
$15.74M 103.85K
$15.59M 143.49K
Broadcom Inc
$15.57M 32.04K
$15.51M 127.59K
$15.51M 90.24K
$15.15M 97.59K
$15.14M 71K
$14.68M 392.4K
iShares iBonds Dec 2023 Corp E
$14.49M 583.07K
CDW Corp
$14.16M 89.86K
$14.13M 51.82K
$13.98M 200.02K
First Republic Bk/CA
$13.96M 96.79K
$13.91M 66.34K
$13.75M 50.14K
Linde PLC F
$13.7M 47.66K
$13.52M 270.84K
$13.46M 62.45K
Holdings list only includes long positions. Only includes long positions.

Calendar

4 Oct 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings