AMG FUNDS LLC

RIASEC RegisteredEst. 1999

Total AUM

$18.3B

Discretionary

$18.3B

100% of AUM

Avg account

$3.7B

Accounts

Employees

Advisory reps

Firm details

Headquarters: STAMFORD, Connecticut
CRD number: 153456
Registered since: March 30, 1999
Website: wealth.amg.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies100%
Services: Portfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

AMG Funds LLC operates as an SEC-registered investment adviser and capital allocator with a focus on institutional clients. Registered in 1999 and organized as a limited liability company, the firm acts as portfolio manager for investment companies and performs selection of other advisers, indicating a multi-manager and fund-sponsor orientation. Its business profile includes CPO/CTA activity and sponsorship or management of pooled investment vehicles, and it maintains industry relationships that include broker-dealer and other adviser affiliations. The firm charges a mix of percentage-of-AUM and performance-based fees and identifies itself as an active ESG investor, which suggests ESG factors are integrated into manager selection and portfolio construction.