Amplify Endowment Management, LLC

RIASEC RegisteredEst. 2023
Total AUM
$57.6M
Discretionary
$51.5M
89% of AUM
Avg account
$14.4M
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
277129
Registered since
September 29, 2023
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Other
Client types
  • Charitable Organizations100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Amplify Endowment Management, LLC runs endowment-style portfolios for institutional clients, focusing on liquid equity exposure as the backbone of its strategies and supplementing that core with external alternative managers. The firm’s advisory mandate centers on portfolio management for businesses and institutions, with a fee model that includes a percentage-of-assets component. Amplify is positioned as an allocator that favors exchange-traded instruments for core beta exposure while using third-party specialists for more complex or niche return streams. The firm is not an active ESG investor. The client roster is concentrated — a small number of large institutional relationships — which shapes portfolio customization, reporting cadence, and liquidity considerations. Amplify’s registration timeline places it as a relatively recent SEC-registered adviser, and its operational setup supports both discretionary mandates and some non-discretionary arrangements.

Assets & Accounts

Public Holdings

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: Exchange Traded Equities 68%, Cash & Cash Equivalents 18%, Public Funds/Mutual Funds 13%68%
  • Exchange Traded Equities68%
  • Cash & Cash Equivalents18%
  • Public Funds/Mutual Funds13%

Owners & executives

1 of 1
  • Craig Cramer

    CEO & FounderCRD 2111929

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth