AMALIA PARTNER AG

Overview

Amalia Partner Ag is organized as a corporation and is registered with the SEC. The firm positions itself as an adviser focused on portfolio management for individuals and small businesses. Ownership is listed as individual, and the adviser is classified as unclassified with no role as a capital allocator. The firm offers multiple fee arrangements — percentage of assets under management, hourly billing, fixed fees and performance-based fees — which suggests a flexible engagement model that can accommodate ongoing asset management as well as project-based planning or advisory work. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Reported activity and reporting suggest Amalia Partner Ag currently operates at a very small scale, likely owner-led, with a client focus on individual and small-business relationships rather than institutional mandates.

Assets & Accounts

Location & Offices