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AMI ASSET MANAGEMENT CORP

Business and Investment Profile

The AMI ASSET MANAGEMENT CORP is a privately held investment adviser that advises $1.93Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. AMI ASSET MANAGEMENT CORP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 15.19% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 31.96 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 10866 WILSHIRE BLVD., STE 770, LOS ANGELES, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 13 employees comprised of 9 investment and 4 non-investment staff. The total number of Employees remained the same over the last few years.

Asset Profile

Their $1.93Bn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 106 other accounts. Assets of High Net Worth Individuals clients own $1.32Bn or 68.42% of Total Assets and Individuals own $270.31mn or 14.04% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Multi Strat and Fund of Funds, representing nan% and nan% of total assets, respectively.

Client Profile

They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses advisory fees and management fees.

Sub-Advisers

AMI ASSET MANAGEMENT CORP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 2 funds.

Full profile: AMI ASSET MANAGEMENT CORP

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Keywords: AMI Asset Management, AMI
Generated 2026-09-12T06:48:54.5121482.  © 2026 Convergence.