Amplius Asset Management, LLC

RIASEC Registered
Total AUM
$247M
Discretionary
$247M
100% of AUM
Avg account
$247M
Accounts
1
Employees
12
Advisory reps
3

Firm details

Headquarters
Blue Bell, Pennsylvania
CRD number
334991
Registered since
March 14, 2025
Fee structure
Percentage of AUM, Other
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Amplius Asset Management, LLC is an institutional registered investment adviser organized as an LLC with domestic and individual ownership. The firm is registered with the SEC (registered in 2025) and identifies its primary activity as portfolio management for investment companies. Its client base is institutional, and its compensation model is primarily a percentage-of-AUM arrangement supplemented by other fee structures. The firm is not characterized as a capital allocator, does not list ESG investing as an active focus, and is not designated a multi-state adviser or a pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Aaron Marks

    Aaron Marks

    Chief Strategy OfficerCRD 5173567

  • Matthew Liebman

    Matthew Liebman

    Founding Partner and CEOCRD 3065206

Contacts

1 of 1
  • Samuel Liebman

    Samuel Liebman

    Chairman and Founding PartnerCRD 309396

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Blue Bell, PA

Montgomery

Location

Blue Bell, PA

Headquartered in Blue Bell, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Montgomery
Address
1787 Sentry Pkwy W
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth