Amplius Asset Management, LLC
Firm details
- Headquarters
- Blue Bell, Pennsylvania
- CRD number
- 334991
- Registered since
- March 14, 2025
- Fee structure
- Percentage of AUM, Other
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Amplius Asset Management, LLC is an institutional registered investment adviser organized as an LLC with domestic and individual ownership. The firm is registered with the SEC (registered in 2025) and identifies its primary activity as portfolio management for investment companies. Its client base is institutional, and its compensation model is primarily a percentage-of-AUM arrangement supplemented by other fee structures. The firm is not characterized as a capital allocator, does not list ESG investing as an active focus, and is not designated a multi-state adviser or a pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Aaron Marks
Chief Strategy OfficerCRD 5173567

Matthew Liebman
Founding Partner and CEOCRD 3065206
Contacts
1 of 1
Samuel Liebman
Chairman and Founding PartnerCRD 309396
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Blue Bell, PA
Montgomery
Location
Blue Bell, PA
Headquartered in Blue Bell, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 1787 Sentry Pkwy W
- Time zone
- ET (UTC-5)
- Office locations
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