Amergin Asset Management, LLC
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 323350
- Registered since
- December 2, 2022
- Website
- amerginam.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Amergin Asset Management, LLC is an institutional registered investment adviser that began SEC registration in 2022. The firm focuses on advising pooled investment vehicles rather than providing individual retail portfolio management. Its client base is institutional, and its ownership is listed as a combination of a domestic entity and an individual. Fee arrangements include asset‑based charges and performance‑linked fees, plus unspecified "other" fee elements. The firm is not identified as an active ESG investor, is not a multi‑state adviser, and does not act as a capital allocator or pension consultant according to the reported profile.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Jerrold Rosen
COO & PresidentCRD 7653703

Mark Mcgreenery
Chief Executive OfficerCRD 1306792

Duane Hosang
CFOCRD 4451522
Contacts
3 of 3
Aidan Harrison
Managing DirectorCRD 7653706

David Shin
Head of Capital MarketsCRD 2667057

Henry Roseberry
PresidentCRD 7694697
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boca Raton, FL
Palm Beach
Location
Boca Raton, FL
Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 1100 Holland Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Baron Silver Stevens Financial Advisors, LLC
RIABoca Raton, FL
Nfsg Corporation
RIABoca Raton, FL
22c Capital LLC
RIABoca Raton, FL
Meteora Capital, LLC
RIABoca Raton, FL
Blue Water Advisors LP
RIABoca Raton, FL
Singer Wealth Advisors LLC
RIABoca Raton, FL