Amip Management

RIASEC RegisteredEst. 2016
Total AUM
$1.5B
Discretionary
$0
0% of AUM
Avg account
$208M
Accounts
7
Employees
47
Advisory reps
3

Firm details

Headquarters
Seal Beach, California
CRD number
284231
Registered since
October 25, 2016
Fee structure
Percentage of AUM, Commissions, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Amip Management is an SEC-registered limited liability company that operates as a hedge fund manager focused on institutional clients. The firm provides portfolio management for pooled investment vehicles and serves in sponsor/GP/managing-member roles for those vehicles. Its fee schedule includes a mix of AUM-based charges, performance fees, commissions and other fee arrangements. Amip Management is not an active ESG investor and is not registered as a multi-state adviser; the firm has been SEC-registered since 2016. Ownership is recorded as a combination of domestic entity and individual owners.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Michael Daurio

    Michael Daurio

    Chief Investment OfficerCRD 7355621

  • Steven Hively

    Steven Hively

    Chief Financial OfficerCRD 3181865

  • Crager Boardman

    Crager Boardman

    Chief Operating OfficerCRD 7411035

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Seal Beach, CA

Orange

Location

Seal Beach, CA

Headquartered in Seal Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
3020 Old Ranch Pkwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth