Amplius Asset Management LLC

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Amplius Asset Management LLC
CRD #334991
SEC #801-132157
CIK #0002098276
AUM 247.3 M (2026-03-19)
Employees 12 (67% Investors, 0% Brokers)
Fees
Minimum
Phone215-310-7770
Address1787 Sentry Parkway West
Blue Bell, PA 19422
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
2502001501005002010201520212027
AUM Breakdown Accounts AUM ($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 1 247.3
(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 1 247.3
By Discretionary
Discretionary 1 247.3
Non-Discretionary 0 0.0
Total 1 247.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 247.3
Total 1 247.3
EDGAR Form CIK 2011 - 2026
13F-NT [0002098276]
Firm Profile (Form ADV)
ServesInstitutional
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