ASSET MANAGEMENT GROUP INVESTMENT CORP.
Firm details
- Headquarters
- GREENWOOD VILLAGE, Colorado
- CRD number
- 168369
- Registered since
- August 5, 2013
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Asset Management Group Investment Corp. is a corporation that registered with the SEC in 2013 and operates as a multi-strategy fund manager. The firm manages pooled investment vehicles across hedge fund, private equity, venture capital and real estate structures and also serves institutional clients. Its business model includes portfolio management for pooled vehicles and the selection of third‑party advisers rather than acting as a broad capital allocator. Fee arrangements include asset‑based fees, hourly billing and performance‑linked compensation. The firm does not identify as an active ESG investor and is owned by domestic entities and individuals.
Assets & Accounts
Public Holdings
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
Contacts
2 of 2EARL WRIGHT
Co-FounderCRD 1210792
MICHAEL BERGMANN
Co-FounderCRD 1210790
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 190Active vs passive
$3.5B in ETFs
99%
$3.5B
0%
$52.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $415M | 637,970 | 11.78% |
Location
GREENWOOD VILLAGE, CO
ARAPAHOE
Location
GREENWOOD VILLAGE, CO
Headquartered in GREENWOOD VILLAGE, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- ARAPAHOE
- Address
- 6295 Greenwood Plaza Blvd
- Time zone
- MT (UTC-7)
- Office locations
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