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 corporately structured investment manager, SEC-registered since 2013, that operates as a multi-strategy fund sponsor. The firm is organized to run and oversee pooled investment vehicles across hedge fund, private equity, venture capital and real estate strategies, and it also engages in selection of third‑party advisers. Its primary client base is institutional, and its revenue arrangements include AUM-based fees, hourly charges and performance-based fees. The firm is not identified as an active ESG investor and does not report multi-state adviser status.
Assets & Accounts
Public Holdings
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
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 193Active vs passive
$4B in ETFs
93%
$3.7B
0%
$270M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $430M | 575,530 | 10.82% |
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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