A&M Capital

RIASEC RegisteredEst. 2013
Total AUM
$7.2B
Discretionary
$7.2B
100% of AUM
Avg account
$423M
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 Vehicles94.5%
  • State / Municipal Government4.37%
  • Other0.99%
  • Insurance Companies0.13%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

A&M Capital is organized as a limited partnership and operates as a private equity fund manager. The firm has been SEC‑registered since 2013 and primarily serves institutional clients. Its advisory work centers on portfolio management for pooled investment vehicles and for businesses or institutions, and the firm sponsors and acts as GP/managing member of pooled vehicles. A&M Capital reports affiliations that include broker‑dealer and trust company relationships and identifies itself as both a sponsor of limited partnerships (outside of pooled investment vehicles) and an investment adviser. Fee arrangements include a percentage‑of‑assets component and performance‑based fees. The firm does not position itself as a capital allocator to external managers, it is not an active ESG investor, and it is not registered as a multi‑state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

    Michael Bardorf

    Chief Financial OfficerCRD 6236891

Contacts

3 of 4
  • Jack Mccarthy

    Jack Mccarthy

    Managing Partner and FounderCRD 2562228

  • Karen Sodke

    General CounselCRD 8054044

  • Michael Odrich

    Michael Odrich

    Founder & Managing PartnerCRD 4510697

Unlock 1 more contacts

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