AMHERST ADVISORY & MANAGEMENT LLC

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Adviser Profile
As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 2
of those in investment advisory functions 1
Registration SEC, Approved, 12/16/2010
AUM* 418,776,058 3.96%
of that, discretionary 29,065,713 -1.88%
Private Fund GAV* 393,518,102 -0.06%
Avg Account Size 139,592,019 3.96%
SMA’s No
Private Funds 2
Contact Info 512 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
666M 571M 475M 380M 285M 190M 95M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$20,300,542
Fund TypeReal Estate Fund Count1 GAV$373,217,560

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Brochure Summary