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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Amberlake Partners Sam
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|---|---|
| CRD # | 322274 |
| SEC # | 801-126126 |
| CIK # | |
| AUM | $57.2 M (2025-03-18) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 37792001710 |
| Address | 38 Boulevard Des Moulins Monaco, Monaco |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 7 | 26.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 24.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 5.8 |
| (n) Other | 0 | 0.0 |
| Total | 14 | 57.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 14 | 57.2 |
| Total | 14 | 57.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 47.7 | |
| United States Persons | 9.5 | |
| Total | 14 | 57.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stirlingshire RIA LLC
✚
|
NY | 0.1 |
|
ANEW Advisors LLC
✚
|
WI | 0.1 |
|
Canterbury Investment Management LLC
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|
IN | 0.1 |
|
ATCAP Partners LLC
✚
|
MD | 0.1 |
|
Guidance Point Retirement Services LLC
✚
|
ME | 0.1 |
|
Shield Wealth Advisors LLC
✚
|
NY | 0.1 |
|
Lumiere Financial Group LLC
✚
|
NY | 0.1 |
|
Advisor Financial Services Inc
✚
|
NY | 0.1 |
|
Forever Financial Advisors LLC
✚
|
0.1 | |
|
American Wealth Administration Group LLC
✚
|
NY | 0.0 |