AM TECH MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Beverly Hills, California
CRD number
342884

Firm profile

FINTRX

Overview

AM Tech Management, LLC is an individually owned limited liability company that operates as a sponsor and managing member of pooled investment vehicles. Its primary role, per the available information, is as a general partner/sponsor rather than as a traditional advisory firm serving retail or institutional advisory accounts. The firm is not identified as an active ESG investor, is not listed as a multi-state adviser, and its SEC registration status is not specified in the source data. The dataset does not show any reported advisory clients or client-level AUM tied to the firm, indicating its activity is concentrated on fund management and sponsor/G.P. functions rather than on fee-based wealth management or broader advisory services.

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Danielle Gopen

    CRD 7099757

  • Jonathan Blitstein

    CRD 8277373

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Beverly Hills, CA

LOS ANGELES

Location

Beverly Hills, CA

Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
324 S Beverly Dr
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth