AMERGIN ASSET MANAGEMENT, LLC

Overview

Amergin Asset Management, LLC is a privately held investment adviser formed as an LLC and registered with the SEC in 2022. The firm serves an institutional client base and specializes in portfolio management for pooled investment vehicles rather than one-off retail accounts. Its business mix and fee arrangements — a mix of percentage-of-AUM, performance-based fees and other fee components — align with managers that run pooled funds with incentive structures tied to performance. Amergin operates as a discretionary manager, taking authority to implement portfolio decisions within its pooled vehicles. The firm does not identify as an active ESG investor. With a small number of large institutional relationships, Amergin’s approach looks concentrated around managing a handful of commingled funds rather than wide retail distribution.

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Location & Offices