AMG Funds LLC

RIASEC RegisteredEst. 1999
Total AUM
$18.3B
Discretionary
$18.3B
100% of AUM
Avg account
$3.7B
Accounts
5
Employees
99
Advisory reps
10

Firm details

Headquarters
Stamford, Connecticut
CRD number
153456
Registered since
March 30, 1999
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

AMG Funds LLC is an SEC-registered institutional registered investment adviser organized as a limited liability company and in operation since 1999. The firm positions itself as a capital allocator for institutional clients and combines portfolio management for investment companies with manager selection duties. Its business activities include roles as a commodity pool operator/commodity trading advisor (CPO/CTA) and affiliations that span broker-dealer relationships, other investment advisers, and sponsorship or management roles for pooled investment vehicles. Compensation structures include asset-based fees and performance-linked fees. The firm identifies as an active ESG investor, and its mix of advisory responsibilities — managing investment companies and selecting third‑party advisers — points to a model that blends in-house portfolio management with outsourced manager allocations.

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

Contacts

3 of 10
  • Edward Hull

    Edward Hull

    Wealth Management SpecialistCRD 4470969

  • Wilson Fisher

    Regional ManagerCRD 4001601

  • Jaclyn Gantz

    Jaclyn Gantz

    Head of Internal SalesCRD 6718237

Unlock 7 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

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, 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
680 Washington Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth