Amberlake Partners Sam

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Assets, Funds, Holdings

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Amberlake Partners Sam
CRD #322274
SEC #801-126126
CIK #
AUM $19.0 MM (2022-07-07)
Employees 4 (75% Investors, 0% Brokers)
Phone37792001710
Address38 Boulevard Des Moulins
Monaco, Monaco
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
2016128402011201520192023
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 19.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 3 19.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 3 19.0
Total 3 19.0
By Non-United States Persons
Non-United States Persons 19.0
United States Persons 0.0
Total 3 19.0
Comparable Firms State AUM ($BB)
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NY 0.0
Known Wealth LLC
NY 0.0
Oak Tree Advisory Services Inc
AZ 0.0
GFM Asset Management LLC
0.0
Deutsche Bank Securities Inc
NY 0.0
Glass Retirement Strategies Inc
MI 0.0
Gunn Wealth Management LLC
DE 0.0
Potomac Advisors Inc
FL 0.0
FBL Wealth Management LLC
IA 0.0
KBC Holdings LLC
MA 0.0
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