AMICUS AI ADVISORS, LLC
Firm details
- Headquarters
- PALO ALTO, California
- CRD number
- 315026
- Website
- www.amicus.ai
Firm profile
FINTRXOverview
Amicus Ai Advisors, LLC is a small, limited liability advisory entity that does not show a retail advisory client base on file. The firm’s regulatory profile lists it as an unclassified adviser and indicates it is not a multi-state adviser, not an active ESG investor, and not a pension consultant. Public records do not disclose an SEC registration year. The organizational form and reporting suggest a focused, private-vehicle manager rather than a broad-based RIA serving retail or institutional advisory accounts. The firm’s activity centers on operating at least one pooled private fund rather than offering traditional fee-for-advisory services to external clients. That orientation implies a manager set up to deploy strategies through a fund wrapper, with investor access likely limited to qualified or accredited investors and with governance and fee terms consistent with private funds.
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
1 of 1lickkong tam
CIOCRD 7410216
Contacts
3 of 3WAIYIN TAM
Managing MemberCRD 5061389
Barrett Williams
MemberCRD 7714291
MICHAEL WANG
MemberCRD 7714292
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PALO ALTO, CA
SAN MATEO
Location
PALO ALTO, CA
Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 2100 Geng Rd
- Time zone
- PT (UTC-8)
- Office locations
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