Amberlake Partners Sam

Overview

Amberlake Partners Sam is an institutional registered investment adviser that describes itself as a capital allocator serving both individual/family and institutional clients. The firm is owned by an individual and appears to operate as a hybrid adviser/transactional business, charging fees based on a percentage of assets under management and commissions. Its advisory services include portfolio management for individuals and small businesses, selection of third‑party managers, and publication of periodicals or newsletters. Amberlake is not identified as an active ESG investor and does not report multi‑state adviser status. SEC registration occurred in 2023, and the firm is classified as an institutional RIA that selects other advisers and allocates capital to external managers rather than acting solely as a traditional discretionary manager.

Assets & Accounts

Investments & Alternatives