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A&M CAPITAL
Legal name: A&M CAPITAL ADVISORS, LP
CRD 163576File 801-77694
APPROVED
Custody
Filing as of Jun 25, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.A-MCAPITAL.COM
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 | Change |
|---|---|---|---|---|
| Jul 1, 2026 | AUM | $7,127,204,450 | $7,199,446,953 | increased by$72,242,503 |
| Apr 1, 2026 | Employees | 79 | 86 | increased by7 |
| Apr 1, 2026 | Clients | 12 | 14 | increased by2 |
| Apr 1, 2026 | AUM | $6,780,113,038 | $7,127,204,450 | increased by$347,091,412 |
| Apr 1, 2026 | Accounts | 15 | 17 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 14 | 12 | decreased by2 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $6,697,301,937 | $6,780,113,038 | increased by$82,811,101 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 69 | 79 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 12 | 14 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,386,069,349 | $6,697,301,937 | increased by$2,311,232,588 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 12 | 15 | increased by3 |
| Apr 1, 2022 | Employees | 58 | 69 | increased by11 |
| Apr 1, 2022 | Clients | 8 | 12 | increased by4 |
| Apr 1, 2022 | AUM | $3,715,506,029 | $4,386,069,349 | increased by$670,563,320 |
| Apr 1, 2022 | Accounts | 8 | 12 | increased by4 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAPITAL” 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.