← Directory
A&M CAPITAL
Legal name: A&M CAPITAL ADVISORS, LP
CRD 163576File 801-77694
APPROVED
Custody
Filing as of Jun 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$7.20B
Top 25% of cohort (national)
Discretionary AUM
$7.20B
Clients
14
17 accounts
Employees
86
Top 25% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 15, 2013
- Principal office
- 1 PICKWICK PLAZA, THIRD FLOOR, GREENWICH, CT, 06830
- Phone
- 203-742-5880
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.20B
- Discretionary AUM
- $7.20B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 17
- Non-discretionary accounts
- 0
- Total accounts
- 17
- AUM per client
- $514.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $9.7M |
| Pooled investment vehicles | 14 | $6.80B |
| State or municipal government entities | Fewer than 5 | $314.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — TRANSACTION FEES & PORTFOLIO MONITORING FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.