AMERANT INVESTMENTS, INC.
CRD #117284 SEC #801-61889 CORAL GABLES, FL 305-460-8599
SEC Registered Broker-Dealer Disclosures
Total AUM
$688.2M
Discretionary
$394.9M
Employees
41
Clients
0
Accounts
1,194
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $688.2M | $394.9M | $293.3M | 41 | 0 |
| Jun 2025 | $688.2M | $394.9M | $293.3M | 41 | 0 |
| Jun 2025 | $688.2M | $394.9M | $293.3M | 41 | 0 |
| May 2025 | $688.2M | $394.9M | $293.3M | 41 | 0 |
| Mar 2025 | $688.2M | $394.9M | $293.3M | 41 | 0 |
| Feb 2025 | $632.8M | $366.6M | $266.2M | 31 | 0 |
| Dec 2024 | $632.8M | $366.6M | $266.2M | 31 | 0 |
| Sep 2024 | $632.8M | $366.6M | $266.2M | 31 | 0 |
| Apr 2024 | $632.8M | $366.6M | $266.2M | 31 | 0 |
| Mar 2024 | $632.8M | $366.6M | $266.2M | 31 | 0 |
| Oct 2023 | $601M | $342.6M | $258.4M | 37 | 0 |
| Jun 2023 | $601M | $342.6M | $258.4M | 37 | 0 |
| Feb 2023 | $601M | $342.6M | $258.4M | 37 | 0 |
| Nov 2022 | $594.7M | $419.4M | $175.3M | 37 | 0 |
| Mar 2022 | $594.7M | $419.4M | $175.3M | 37 | 0 |
| Dec 2021 | $533.8M | $407M | $126.8M | 33 | 0 |
| Sep 2021 | $533.8M | $407M | $126.8M | 33 | 0 |
| Sep 2021 | $533.8M | $407M | $126.8M | 33 | 0 |
| Aug 2021 | $533.8M | $407M | $126.8M | 33 | 0 |
| Jul 2021 | $533.8M | $407M | $126.8M | 33 | 0 |
| Apr 2021 | $533.8M | $407M | $126.8M | 33 | 0 |
| Mar 2021 | $533.8M | $407M | $126.8M | 33 | 0 |
| Oct 2020 | $450.9M | $366.7M | $84.2M | 31 | 0 |
| Jun 2020 | $450.9M | $366.7M | $84.2M | 31 | 0 |
| Mar 2020 | $450.9M | $366.7M | $84.2M | 31 | 0 |
| Jul 2019 | $385.8M | $364.2M | $21.6M | 29 | 707 |
| Mar 2019 | $385.8M | $364.2M | $21.6M | 29 | 707 |
| Nov 2018 | $405.2M | $405.2M | $0 | 31 | 0 |
| Apr 2018 | $405.2M | $405.2M | $0 | 31 | 0 |
| Mar 2018 | $405.2M | $405.2M | $0 | 31 | 0 |
| Mar 2017 | $389.9M | $389.9M | $0 | 30 | 800 |
| Mar 2017 | $445.1M | $445.1M | $0 | 30 | 1,000 |
| Jan 2017 | $445.1M | $445.1M | $0 | 30 | 1,000 |
| Oct 2016 | $445.1M | $445.1M | $0 | 30 | 1,000 |
| Mar 2016 | $445.1M | $445.1M | $0 | 30 | 1,000 |
| Nov 2015 | $466.8M | $466.8M | $0 | 30 | 1,000 |
| Oct 2015 | $466.8M | $466.8M | $0 | 30 | 1,000 |
| Aug 2015 | $466.8M | $466.8M | $0 | 30 | 1,000 |
| Mar 2015 | $466.8M | $466.8M | $0 | 30 | 1,000 |
| Mar 2014 | $416.3M | $416.3M | $0 | 32 | 700 |
| Jun 2013 | $325.3M | $325.3M | $0 | 42 | 700 |
| May 2013 | $325.3M | $325.3M | $0 | 42 | 700 |
| Mar 2013 | $325.3M | $325.3M | $0 | 42 | 700 |
| Mar 2013 | $325.3M | $325.3M | $0 | 42 | 700 |
| Feb 2012 | $242.6M | $242.6M | $0 | 11 | 600 |
| Apr 2011 | $246.2M | $214M | $32.2M | -- | -- |
| Jan 2010 | $153.6M | $39.8M | $113.8M | -- | -- |
| Nov 2007 | $209.2M | $89M | $120.1M | -- | -- |
| Mar 2007 | $209.2M | $89M | $120.1M | -- | -- |
| Mar 2006 | $162.2M | $64.3M | $98M | -- | -- |
| Nov 2005 | $238.1M | $238.1M | $0 | -- | -- |
| Mar 2004 | $408.9M | $408.9M | $0 | -- | -- |
| Apr 2002 | $0 | $0 | $0 | 10 | -- |
| Apr 2002 | $0 | $0 | $0 | 10 | -- |
| Mar 2002 | $0 | $0 | $0 | 10 | -- |
DateJul 2025
Total AUM$688.2M
Discretionary$394.9M
Non-Disc.$293.3M
Employees41
Clients0
DateJun 2025
Total AUM$688.2M
Discretionary$394.9M
Non-Disc.$293.3M
Employees41
Clients0
DateJun 2025
Total AUM$688.2M
Discretionary$394.9M
Non-Disc.$293.3M
Employees41
Clients0
DateMay 2025
Total AUM$688.2M
Discretionary$394.9M
Non-Disc.$293.3M
Employees41
Clients0
DateMar 2025
Total AUM$688.2M
Discretionary$394.9M
Non-Disc.$293.3M
Employees41
Clients0
DateFeb 2025
Total AUM$632.8M
Discretionary$366.6M
Non-Disc.$266.2M
Employees31
Clients0
DateDec 2024
Total AUM$632.8M
Discretionary$366.6M
Non-Disc.$266.2M
Employees31
Clients0
DateSep 2024
Total AUM$632.8M
Discretionary$366.6M
Non-Disc.$266.2M
Employees31
Clients0
DateApr 2024
Total AUM$632.8M
Discretionary$366.6M
Non-Disc.$266.2M
Employees31
Clients0
DateMar 2024
Total AUM$632.8M
Discretionary$366.6M
Non-Disc.$266.2M
Employees31
Clients0
DateOct 2023
Total AUM$601M
Discretionary$342.6M
Non-Disc.$258.4M
Employees37
Clients0
DateJun 2023
Total AUM$601M
Discretionary$342.6M
Non-Disc.$258.4M
Employees37
Clients0
DateFeb 2023
Total AUM$601M
Discretionary$342.6M
Non-Disc.$258.4M
Employees37
Clients0
DateNov 2022
Total AUM$594.7M
Discretionary$419.4M
Non-Disc.$175.3M
Employees37
Clients0
DateMar 2022
Total AUM$594.7M
Discretionary$419.4M
Non-Disc.$175.3M
Employees37
Clients0
DateDec 2021
Total AUM$533.8M
Discretionary$407M
Non-Disc.$126.8M
Employees33
Clients0
DateSep 2021
Total AUM$533.8M
Discretionary$407M
Non-Disc.$126.8M
Employees33
Clients0
DateSep 2021
Total AUM$533.8M
Discretionary$407M
Non-Disc.$126.8M
Employees33
Clients0
DateAug 2021
Total AUM$533.8M
Discretionary$407M
Non-Disc.$126.8M
Employees33
Clients0
DateJul 2021
Total AUM$533.8M
Discretionary$407M
Non-Disc.$126.8M
Employees33
Clients0
DateApr 2021
Total AUM$533.8M
Discretionary$407M
Non-Disc.$126.8M
Employees33
Clients0
DateMar 2021
Total AUM$533.8M
Discretionary$407M
Non-Disc.$126.8M
Employees33
Clients0
DateOct 2020
Total AUM$450.9M
Discretionary$366.7M
Non-Disc.$84.2M
Employees31
Clients0
DateJun 2020
Total AUM$450.9M
Discretionary$366.7M
Non-Disc.$84.2M
Employees31
Clients0
DateMar 2020
Total AUM$450.9M
Discretionary$366.7M
Non-Disc.$84.2M
Employees31
Clients0
DateJul 2019
Total AUM$385.8M
Discretionary$364.2M
Non-Disc.$21.6M
Employees29
Clients707
DateMar 2019
Total AUM$385.8M
Discretionary$364.2M
Non-Disc.$21.6M
Employees29
Clients707
DateNov 2018
Total AUM$405.2M
Discretionary$405.2M
Non-Disc.$0
Employees31
Clients0
DateApr 2018
Total AUM$405.2M
Discretionary$405.2M
Non-Disc.$0
Employees31
Clients0
DateMar 2018
Total AUM$405.2M
Discretionary$405.2M
Non-Disc.$0
Employees31
Clients0
DateMar 2017
Total AUM$389.9M
Discretionary$389.9M
Non-Disc.$0
Employees30
Clients800
DateMar 2017
Total AUM$445.1M
Discretionary$445.1M
Non-Disc.$0
Employees30
Clients1,000
DateJan 2017
Total AUM$445.1M
Discretionary$445.1M
Non-Disc.$0
Employees30
Clients1,000
DateOct 2016
Total AUM$445.1M
Discretionary$445.1M
Non-Disc.$0
Employees30
Clients1,000
DateMar 2016
Total AUM$445.1M
Discretionary$445.1M
Non-Disc.$0
Employees30
Clients1,000
DateNov 2015
Total AUM$466.8M
Discretionary$466.8M
Non-Disc.$0
Employees30
Clients1,000
DateOct 2015
Total AUM$466.8M
Discretionary$466.8M
Non-Disc.$0
Employees30
Clients1,000
DateAug 2015
Total AUM$466.8M
Discretionary$466.8M
Non-Disc.$0
Employees30
Clients1,000
DateMar 2015
Total AUM$466.8M
Discretionary$466.8M
Non-Disc.$0
Employees30
Clients1,000
DateMar 2014
Total AUM$416.3M
Discretionary$416.3M
Non-Disc.$0
Employees32
Clients700
DateJun 2013
Total AUM$325.3M
Discretionary$325.3M
Non-Disc.$0
Employees42
Clients700
DateMay 2013
Total AUM$325.3M
Discretionary$325.3M
Non-Disc.$0
Employees42
Clients700
DateMar 2013
Total AUM$325.3M
Discretionary$325.3M
Non-Disc.$0
Employees42
Clients700
DateMar 2013
Total AUM$325.3M
Discretionary$325.3M
Non-Disc.$0
Employees42
Clients700
DateFeb 2012
Total AUM$242.6M
Discretionary$242.6M
Non-Disc.$0
Employees11
Clients600
DateApr 2011
Total AUM$246.2M
Discretionary$214M
Non-Disc.$32.2M
Employees--
Clients--
DateJan 2010
Total AUM$153.6M
Discretionary$39.8M
Non-Disc.$113.8M
Employees--
Clients--
DateNov 2007
Total AUM$209.2M
Discretionary$89M
Non-Disc.$120.1M
Employees--
Clients--
DateMar 2007
Total AUM$209.2M
Discretionary$89M
Non-Disc.$120.1M
Employees--
Clients--
DateMar 2006
Total AUM$162.2M
Discretionary$64.3M
Non-Disc.$98M
Employees--
Clients--
DateNov 2005
Total AUM$238.1M
Discretionary$238.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$408.9M
Discretionary$408.9M
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--