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AZURA PARTNERS US LLC

NEW YORK, NY · CRD 327986 · IAPD ↗ · azura.com · 347-249-2369

$71.3MRegulatory AUM
6Advisory reps
6Employees
0Clients
n/aPlanning clients
1Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — AZURA PARTNERS US LLC now reports custody of client assets ($76.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
66
April 2026 — AZURA PARTNERS US LLC reported RAUM up 55% ($46.0M -> $71.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2026 — AZURA PARTNERS US LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2026 — AZURA PARTNERS US LLC now reports 1 private fund(s) ($46.3M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
67
April 2025 — AZURA PARTNERS US LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — AZURA PARTNERS US LLC reported RAUM up 84% ($25.0M -> $46.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
June 2024 — AZURA PARTNERS US LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
June 2024 — AZURA PARTNERS US LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
May 2024 — AZURA PARTNERS US LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.