AMHERST CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 174130
- Registered since
- January 2, 2015
- Website
- www.amherst.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other99%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2JASON ROTTINGER
Chief Compliance OfficerCRD 4409066
SEAN DOBSON
Chairman and Chief Executive OfficerCRD 2009497
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
FAROL INVESTMENT ADVISERS LP
RIANew York, NY
ANDALUSIAN CREDIT PARTNERS, LLC
RIANew York, NY
EXOME ASSET MANAGEMENT LLC
RIANew York, NY
HEROLD ADVISORS, INC.
RIANew York, NY
TERRAMONT INFRASTRUCTURE MANAGEMENT LLC
RIANew York, NY
PLUM ISLAND PARTNERS LLC
RIANew York, NY