← Directory
AMG FUNDS LLC
CRD 153456File 801-56365
APPROVED
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$18.25B
Top 10% of cohort (national)
Discretionary AUM
$18.25B
Clients
5
5 accounts
Employees
99
Top 10% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 30, 1999
- Principal office
- 680 WASHINGTON BOULEVARD, SUITE 500, STAMFORD, CT, 06901
- Phone
- 203-299-3500
- Website
- HTTPS://AMGETFS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $18.25B
- Discretionary AUM
- $18.25B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 5
- Non-discretionary accounts
- 0
- Total accounts
- 5
- AUM per client
- $3.65B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 5 | $18.25B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for investment companies
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 88 | 99 | increased by11 |
| Apr 1, 2026 | Disclosures | Yes | No | |
| Apr 1, 2026 | AUM | $19,032,293,298 | $18,253,165,249 | decreased by$779,128,049 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 81 | 88 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 8 | 5 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $27,099,335,762 | $19,032,293,298 | decreased by$8,067,042,464 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 8 | 5 | decreased by3 |
| Apr 1, 2022 | Employees | 82 | 81 | decreased by1 |
| Apr 1, 2022 | Clients | 38 | 8 | decreased by30 |
| Apr 1, 2022 | AUM | $25,790,387,346 | $27,099,335,762 | increased by$1,308,948,416 |
| Apr 1, 2022 | Accounts | 38 | 8 | decreased by30 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AMG FUNDS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AMG FUNDS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.