Amova Asset Management Americas, Inc.

RIASEC RegisteredEst. 2002
Total AUM
$7.8B
Discretionary
$7.7B
98% of AUM
Avg account
$432M
Accounts
18
Employees
27
Advisory reps
9

Firm details

Headquarters
New York, New York
CRD number
824
Registered since
May 22, 2002
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Pooled Investment Vehicles97.36%
  • State / Municipal Government2.43%
  • Investment Companies0.2%
  • Corporations / Businesses0.01%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Amova Asset Management Americas, Inc. is an institutional registered investment adviser that primarily serves institutional clients and acts as a capital allocator. The firm provides portfolio management across investment companies, pooled vehicles and institutional balance sheets, and it also selects and monitors third‑party advisers. Regulatory filings list CPO/CTA activity and a range of industry affiliations that include broker‑dealer, trust, banking and sponsor/GP roles, indicating the firm operates across multiple product and service lines. Amova reports itself as an active ESG investor and charges fees both as a percentage of AUM and via fixed fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 4
  • Gary Beckham

    Chief Compliance OfficerCRD 4350387

  • Mark Stoeckle

    Mark Stoeckle

    Chief Investment OfficerCRD 2820507

  • Peter Graf

    Peter Graf

    Chief Investment OfficerCRD 4727486

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Contacts

3 of 5
  • Andrew Thaler

    Senior Vice PresidentCRD 3139023

  • Marc Steglitz

    DirectorCRD 2481514

  • Kenneth Cook

    Kenneth Cook

    DirectorCRD 7288367

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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
605 3rd Ave
Time zone
ET (UTC-5)
Office locations

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