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AMHERST ADVISORY MANAGEMENT

Business and Investment Profile

The AMHERST ADVISORY MANAGEMENT is a privately held investment adviser that advises $544.67mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. AMHERST ADVISORY MANAGEMENT is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets decreased by 84.75% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 15.63 years and is comprised of 1 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 620 FIFTH AVENUE 6TH FLOOR, NEW YORK, NEW YORK. The Group has been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.

Employee Profile

They have 10 employees comprised of 9 investment and 1 non-investment staff. The total number of Employees decreased by 65.52% over the last 5-years.

Asset Profile

Their $544.67mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 1 other account. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $477.15mn or 87.6% of Total Assets and Charitable Organizations own $67.53mn or 12.4% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include FI/Credit - Asset Backed Securities, representing 100% of total assets, respectively.

Client Profile

They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Charitable Organizations.

Service Provider Profile

The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $121.73mn in assets.

Fee Profile

The Group discloses management fees and performance-based fees.

Sub-Advisers

AMHERST ADVISORY MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: AMHERST ADVISORY MANAGEMENT

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Keywords: Amherst Advisory Management, Amherst Capital Management, Amherst
Generated 2026-09-12T06:50:23.9611376.  © 2026 Convergence.