Provided by Convergence Inc.
Institutional intelligence for the asset management industry

AMBERLAKE PARTNERS SAM

Business and Investment Profile

The AMBERLAKE PARTNERS SAM is a privately held investment adviser that advises $97.12mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. AMBERLAKE PARTNERS SAM 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 322.27% over the last 3-years.

Regulatory Profile

The Group has been registered with the SEC for 3.19 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 38 BOULEVARD DES MOULINS, MONACO, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.

Employee Profile

They have 7 employees comprised of 4 investment and 3 non-investment staff. The total number of Employees increased by 75% over the last 3-years.

Asset Profile

Their $97.12mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 5 other accounts. Assets of Insurance Companies clients own $45.15mn or 46.49% of Total Assets and High Net Worth Individuals own $33.88mn or 34.88% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 3 types of clients, top clients are Insurance Companies and High Net Worth 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 management fees.

Sub-Advisers

AMBERLAKE PARTNERS SAM 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: AMBERLAKE PARTNERS SAM

View the complete Convergence profile with structured details, filings context, and derived signals.

View full profile
Keywords: Amberlake Partners SAM, Amberlake, SAM
Generated 2026-09-12T06:53:35.9264963.  © 2026 Convergence.