AMG Funds LLC
Firm details
- Headquarters
- Stamford, Connecticut
- CRD number
- 153456
- Registered since
- March 30, 1999
- Website
- wealth.amg.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment CompaniesSelection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 10
Keitha Kinne
Managing PartnerCRD 2039630

Marie Schobel
Senior AssociateCRD 7817165

Michael Fedorovich
DirectorCRD 2765916
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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