Amherst Advisory & Management LLC

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Assets, Funds, Holdings

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Amherst Advisory & Management LLC
CRD #155745
SEC #801-72061
CIK #
AUM
Employees 2 (50% Investors, 0% Brokers)
Phone512-342-3080
Address401 Congress Avenue
Austin, TX 78701
Source [IAPD] [Website]
Total AUM ($M)
90072054036018002009201420192025
Type Form D Funds Date Sold ($M) AUM ($M)
HF MBS Opportunities I LP [2013-07-23] 32.0 17.3
HF RMBS Strategic Recovery I LP [2012-03-29] 24.8 20.3
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 3 418.8
(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 3 418.8
By Discretionary
Discretionary 2 29.1
Non-Discretionary 1 389.7
Total 3 418.8
By Non-United States Persons
Non-United States Persons 8.8
United States Persons 410.0
Total 3 418.8
Form D Directors # Filings # Firms 2011 - 2025
Michael Sullivan 123
David Gussmann 3
Sean Dobson 6
Amherst Advisory & Management LLC 3
Kurt Wolfgruber 3
RMBS Strategic Recovery I GP LLC 2
Ramon de Castro 2
Mbs Opps I GP LLC NA 1
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