|
⚲
|
| Keyboard |
| Investment Managers Group LLC
✚
|
|
|---|---|
| CRD # | 164203 |
| SEC # | 801-134578 |
| CIK # | 0001115419 |
| AUM | 116.8 M (2026-03-23) |
| Employees | 2 (100% Investors, 50% Brokers) |
| Phone | 951-225-3260 |
| Address | 31045 Temecula Parkway Temecula, CA 92592 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.8 | ||
| Microsoft Corp | 0.8 | ||
| Alphabet Inc | 0.6 | ||
| Broadcom Inc | 0.5 | ||
| Amazon Com Inc | 0.5 | ||
| Apple Inc | 0.5 | ||
| J P Morgan Chase & Co | 0.4 | ||
| Progressive Waste Solutions Ltd | 0.4 | ||
| Facebook Inc | 0.4 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.3 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 184 | 36.2 |
| (b) Individuals (high net worth individuals) | 60 | 80.5 |
| (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 | 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 | 528 | 116.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 528 | 116.8 |
| Total | 528 | 116.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 116.8 | |
| Total | 528 | 116.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001115419] | |
| 13F-NT | [0001115419] | |
| 3 | [0001115419] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| AMG Funds LLC | |
| AMG Pantheon Credit Solutions Fund | |
| AMG Pantheon Fund LLC |
| Comparable Firms | State | AUM |
|---|---|---|
|
Legacy Road LLC
✚
|
117.2 M | |
|
Greystone Financial & Estate Services Inc
✚
|
WA | 117.1 M |
|
Abraham & Co Inc
✚
|
117.0 M | |
|
Georgia Advisory Group LLC
✚
|
GA | 117.0 M |
|
WURZ Financial Services LLC
✚
|
OH | 117.0 M |
|
Burt Asset Management Inc
✚
|
117.0 M | |
|
Trident Advisors Inc
✚
|
PA | 116.9 M |
|
Allpoint Financial Group LLC
✚
|
CA | 116.8 M |
|
VOLK Financial LLC
✚
|
ME | 116.5 M |
|
ATON Advisors LLC
✚
|
116.4 M |