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⚲
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| Amherst Advisory & Management LLC
✚
| |
|---|---|
| CRD # | 155745 |
| SEC # | 801-72061 |
| CIK # | |
| AUM | $418.8 MM (2024-03-29) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 512-342-3080 |
| Address | 401 Congress Avenue Austin, TX 78701 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | A-T Longview Partners LP | 2016-03-30 | 373.2 | |
| HF | MBS Opportunities I LP | [2013-07-23] | 32.0 | 17.3 |
| HF | RMBS Strategic Recovery I LP | [2012-03-29] | 205.8 | 20.3 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 418.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 418.8 |
| By Discretionary | ||
| Discretionary | 2 | 29.1 |
| Non-Discretionary | 1 | 389.7 |
| Total | 3 | 418.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.8 | |
| United States Persons | 410.0 | |
| Total | 3 | 418.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Michael Sullivan | 121 | ||
| David Gussmann | 3 | ||
| Sean Dobson | 6 | ||
| Amherst Advisory & Management LLC | 3 | ||
| Kurt Wolfgruber | 3 | ||
| Ramon de Castro | 2 | ||
| RMBS Strategic Recovery I GP LLC | 2 | ||
| Mbs Opps I GP LLC NA | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Pembrook Capital Management LLC
✚
|
NY | 0.5 |
|
Atlantic Creek Investment Management LLC
✚
|
NY | 0.5 |
|
EMET Capital Management LLC
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|
NY | 0.5 |
|
WeWork Capital Advisors LLC
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|
NY | 0.5 |
|
NW1 Partners US LLC
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|
0.5 | |
|
Consilium Investment Management LLC
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|
FL | 0.5 |
|
SAG Harbor Capital Management LLC
✚
|
NY | 0.4 |
|
Khrom Capital Management LLC
✚
|
FL | 0.4 |
|
ABR Capital Partners LLC
✚
|
MD | 0.4 |
|
Collwick Funds GP LLC
✚
|
NC | 0.3 |