A&M CAPITAL

RIASEC RegisteredEst. 2013
Total AUM
$7.1B
Discretionary
$7.1B
100% of AUM
Avg account
$419M
Accounts
17
Employees
86
Advisory reps
5

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
163576
Registered since
March 15, 2013
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles94.84%
  • State / Municipal Government4.12%
  • Other0.91%
  • Insurance Companies0.14%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

A&M Capital is structured as a limited partnership that operates as a private equity manager focused on institutional clients. The firm is SEC-registered (since 2013) and runs pooled investment vehicles and portfolio management mandates for businesses or institutions. Fee arrangements include a percentage-of-assets component and performance-based fees. A&M Capital also functions as a sponsor/GP and has ties to a broker‑dealer and a trust company, indicating it maintains a mix of principal and service-provider roles rather than acting solely as a passive allocator. The firm does not self-identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 95%, Cash & Cash Equivalents 5%95%
  • Private Funds95%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • MICHAEL BARDORF

    Chief Financial OfficerCRD 6236891

Contacts

3 of 4
  • JACK MCCARTHY

    Managing Partner and FounderCRD 2562228

  • Karen Sodke

    General CounselCRD 8054044

  • MICHAEL ODRICH

    Founder & Managing PartnerCRD 4510697

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
1 Pickwick Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth