A&M Capital
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 163576
- Registered since
- March 15, 2013
- Website
- www.a-mcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles94.5%
- State / Municipal Government4.37%
- Other0.99%
- Insurance Companies0.13%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
A&M Capital is organized as a limited partnership and operates as a private equity fund manager. The firm has been SEC‑registered since 2013 and primarily serves institutional clients. Its advisory work centers on portfolio management for pooled investment vehicles and for businesses or institutions, and the firm sponsors and acts as GP/managing member of pooled vehicles. A&M Capital reports affiliations that include broker‑dealer and trust company relationships and identifies itself as both a sponsor of limited partnerships (outside of pooled investment vehicles) and an investment adviser. Fee arrangements include a percentage‑of‑assets component and performance‑based fees. The firm does not position itself as a capital allocator to external managers, it is not an active ESG investor, and it is not registered as a multi‑state or newly formed adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds95%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Michael Bardorf
Chief Financial OfficerCRD 6236891
Contacts
3 of 4
Jack Mccarthy
Managing Partner and FounderCRD 2562228
Karen Sodke
General CounselCRD 8054044

Michael Odrich
Founder & Managing PartnerCRD 4510697
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Greenwich, CT
Fairfield
Location
Greenwich, CT
Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 1 Pickwick Plz
- Time zone
- ET (UTC-5)
- Office locations
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