AMPLIUS ASSET MANAGEMENT, LLC

Overview

Amplius Asset Management, LLC is an SEC‑registered investment adviser that markets itself to institutional clients and specializes in portfolio management for investment companies. The firm charges fees as a percentage of assets under management and operates with fully discretionary authority over the portfolios it manages. It does not position itself as a pension consultant or a capital allocator, and it does not emphasize ESG integration in its investment process. The firm’s mandate appears concentrated and targeted: managing institutional investment company assets with an emphasis on using third‑party strategies where appropriate. That setup suggests the firm focuses on portfolio construction and manager selection rather than running a broad multi‑product retail platform.

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Investments & Alternatives

Location & Offices