Asset Management Group Investment Corp

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Asset Management Group Investment Corp
CRD #168369
SEC #801-78374
CIK #0002015850, 0001608376, 0001882673, 0001026200, 0001511550
AUM 151.2 M (2025-12-24)
Employees 2 (100% Investors, 0% Brokers)
Phone303-694-2190
Address6295 Greenwood Plaza Blvd
Greenwood Village, CO 80111-4908
Source [IAPD] [EDGAR]
Total AUM ($M)
4503602701809002010201520212027
CIK Period
0002015850 0001608376 0001882673 0001026200 0001511550
Sector Form 13F Holdings Value ($B)
Apple Inc 0.1
Nvidia Corp 0.1
Alphabet Inc 0.1
Microsoft Corp 0.0
Amazon Com Inc 0.0
Broadcom Inc 0.0
Tesla Motors Inc 0.0
Facebook Inc 0.0
Micron Technology Inc 0.0
J P Morgan Chase & Co 0.0
Lam Research Corp 0.0
Lilly Eli & Co 0.0
Advanced Micro Devices Inc 0.0
Johnson & Johnson 0.0
Visa Inc 0.0
Cisco Systems Inc 0.0
AbbVie Inc 0.0
Intel Corp 0.0
KLA Tencor Corp 0.0
UnitedHealth Group Inc 0.0
Mastercard Inc 0.0
Sandisk Corp 0.0
 
 
 
 
 
 
 
 
 
Prev | Page 1 | Next
Type Form D Funds Date Sold AUM
VC Cupola FS Direct LLLP [2015-04-22] 3.9 M 11.5 M
Offered $3,870,000 · Filed 2015-04-21 (D) · Exemption 506(b) · Minimum $50,000 · Duration One year or less · Revenue $1,000,001 - $5,000,000
VC Cupola VC Direct II LLLP [2014-12-23] 6.1 M 9.1 M
Offered $6,110,000 · Filed 2011-12-28 (D) · Exemption 506 · Minimum $50,000 · Duration One year or less · Revenue $5,000,001 - $25,000,000
VC Cupola Revolution Direct LLLP [2013-12-23] 3.9 M 2.2 M
Offered $3,900,000 · Filed 2013-10-03 (D) · Exemption 506(c) · Minimum $100,000 · Duration One year or less · Revenue $1 - $1,000,000
RE Geothermal Energy Fund II LLC [2013-12-23] 2.0 M
Offered $20,000,000 · Filed 2013-08-27 (D) · Exemption 506 · Minimum $3,000 · Remaining $18,027,054 · Duration One year or less · Revenue Decline to Disclose
Other JAT Exploration LLC 2013-12-23 0.0 M
Other JAT Family Partnership LLLP 2013-12-23 5.6 M
RE AGUA Caliente LLC 2013-07-22 20.0 M
RE Amgic Private Real Estate Fund V LLC [2013-07-22] 15.8 M
VC Anchorage Venture Fund V LLLP 2013-07-22 0.4 M
RE Antero Realty Fund LLC 2013-07-22 1.8 M
View All
AUM Breakdown Accounts AUM ($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 18 151.2
(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 18 151.2
By Discretionary
Discretionary 18 151.2
Non-Discretionary 0 0.0
Total 18 151.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 151.2
Total 18 151.2
Form D Directors Role # Filings # Firms 2011 - 2026
Dawn Griffiths Director 74 14
Ernest Morrison Director 27 11
Lazard Asset Management LLC Promoter 37 7
Gerald Mazzari Director 14 5
Jagatnarine Churaman Executive Officer 23 3
Earl Wright Executive Officer 45 2
Michael Bergmann Executive Officer 41 2
EDGAR Form CIK 2011 - 2026
13F-HR [0001026200]
13F-HR [0001511550]
13F-HR [0001608376]
SC 13G [0001608376]
13F-HR [0001882673]
3 [0002015850]
Form 13D/13G Filer Form 13D/13G Subject Filed
Trust Asset Management LLC Wells Fargo Income Opportunities Fund [2016-02-12]
Firm Profile (Form ADV)
Discretionary AUM$0.4B
ServesInstitutional
Fund TypesHedge Fund, Private Equity, Real Estate
Form 3/4/5 Subject 2011 - 2026
MA Specialty Credit Income Fund
MA Asset Management LLC
Comparable Firms State AUM
Independent Access Partners LLC
MD 256.9 M
Merced Capital LP
MN 251.2 M
SAF Advisors LLC
249.0 M
Brahma Management LLC
243.6 M
Mercer Advisors Private Asset Management Inc
CO 205.6 M
Barrett Upton Capital Partners LLC
IL 182.2 M
Valoran Capital Management LLC
IL 157.8 M
Citigroup Alternative Investments LLC
NY 127.4 M
Cannon Hill Investment Management LLC
NY 24.2 M
Harvest Capital Strategies LLC
CA
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com