MI
MI

Mariana Iturregui

4 Years of Experience
New York, NY
Broker

Mariana Iturregui is a registered investment advisor at Lazard Asset Management LLC, based in New York, NY, with 4 years of industry experience. Mariana is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 5,110 clients with $120B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
5,110 clients
Average Client Portfolio
$23.6M average
Assets Under Management
$120.5B

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M1.00%
$25.0M - $50.0M0.80%
$50.0M - $100.0M0.75%
$100M+0.65%

Fee schedules vary widely depending on the specific investment strategy selected (equity, fixed income, or alternatives). Representative private client equity and balanced schedule shown. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

30 Rockefeller Plaza, New York, NY, 10112

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Lazard Asset Management LLC
August 2025 - Present · 1 yr 2 mos
Lazard Asset Management Securities LLCBroker
August 2025 - Present · 1 yr 2 mos
Previous Registrations
UBS Financial Services INC.
November 2022 - August 2025 · 2 yrs 9 mos
UBS Financial Services INC.Broker
November 2021 - August 2025 · 3 yrs 9 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors