|
⚲
|
| Amberlake Partners Sam
✚
|
|
|---|---|
| CRD # | 322274 |
| SEC # | 801-126126 |
| CIK # | |
| AUM | $29.0 MM (2024-06-04) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 37792001710 |
| Address | 38 Boulevard Des Moulins Monaco, Monaco |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 7 | 26.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 10 | 29.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 10 | 29.0 |
| Total | 10 | 29.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 27.4 | |
| United States Persons | 1.6 | |
| Total | 10 | 29.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Skybound Wealth Management USA LLC
✚
|
0.0 | |
|
Safe Harbor Asset Management Inc
✚
|
NY | 0.0 |
|
Metis Capital Management LLC
✚
|
NY | 0.0 |
|
Brenton Point Wealth Advisors LLC
✚
|
NY | 0.0 |
|
Global Listing Accelerator Securities Limited
✚
|
NY | 0.0 |
|
Raymond James Investment Counsel Ltd
✚
|
0.0 | |
|
Alooola LLC
✚
|
NJ | 0.0 |
|
Range Finance Inc
✚
|
VA | 0.0 |
|
Maridea Wealth Management LLC
✚
|
NY | 0.0 |
|
Gunn Wealth Management LLC
✚
|
DE | 0.0 |