AMHERST CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2015
Total AUM
$545M
Discretionary
$477M
88% of AUM
Avg account
$182M
Accounts
3
Employees
10
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
174130
Registered since
January 2, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles87.6%
  • Charitable Organizations12.4%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Amherst Capital Management LLC is an SEC-registered investment adviser organized as an LLC and in business since 2015. The firm describes itself as a real estate fund manager that provides portfolio management for pooled investment vehicles and for institutional businesses. It operates in roles that include sponsor/GP and managing member of pooled vehicles and is also registered to act as a commodity pool operator or commodity trading advisor. Clients are predominantly institutional, and the firm charges a mix of asset-based fees and performance-linked fees. Amherst does not flag itself as an active ESG investor, and it is not positioned as a multi-state or newly formed adviser. Ownership is a mix of a domestic entity and individual ownership.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 99%, Cash & Cash Equivalents 1%99%
  • Other99%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • JASON ROTTINGER

    Chief Compliance OfficerCRD 4409066

  • SEAN DOBSON

    Chairman and Chief Executive OfficerCRD 2009497

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, 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
NEW YORK
Address
620 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth