AMBERLAKE PARTNERS SAM
Firm details
- Headquarters
- MONACO,
- CRD number
- 322274
- Registered since
- May 22, 2023
- Website
- amberlakepartners.com
- Custodians
- JULIUS BAER MONACO, SOCIETE GENERALE MONACO, CMB MONACO
- Fee structure
- Percentage of AUM, Commissions
- Client types
- Insurance Companies46.49%
- HNWI34.88%
- Corporations / Businesses18.63%
- Services
- Portfolio Management for IndividualsSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Amberlake Partners Sam is a small, privately owned capital allocator that provides portfolio management to individuals and small businesses while also selecting third‑party advisers and publishing investor content. The firm is SEC‑registered (2023) and reports an owner structure of a single individual. Its client mix includes individual and family clients alongside institutional relationships. Compensation is a mix of a percentage of assets under management and commissions. The firm does not identify as an active ESG investor and is not registered as a multi‑state 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
- Derivatives57%
- Exchange Traded Equities16%
- Other10%
- Cash & Cash Equivalents8%
- Sovereign Bonds6%
Owners & executives
1 of 1Christophe Rebischung
COO & CCOCRD 7576486
Contacts
2 of 2Jagdeep Kapoor
Co-Founder & Managing PartnerCRD 7576481
Michael Fiorentini
Co-Founder & Managing PartnerCRD 7576484
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MONACO, null
Location
MONACO, null
Headquartered in MONACO, null.
- Address
- 38 Blvd Des Moulins
- Office locations
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