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AMHERST CAPITAL MANAGEMENT LLC

CRD 174130File 801-80720
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$544.7M
Above cohort median (national)
Discretionary AUM
$477.1M
Non-discretionary $67.5M
Clients
3
3 accounts
Employees
10
Below cohort median in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Jan 2, 2015
Principal office
620 FIFTH AVENUE, 6TH FLOOR, NEW YORK, NY, 10020
Phone
212-593-6020

Assets & accounts

ADV Item 5F
Total regulatory AUM
$544.7M
Discretionary AUM
$477.1M
Non-discretionary AUM
$67.5M
Discretionary accounts
2
Non-discretionary accounts
1
Total accounts
3
AUM per client
$181.6M

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizationsFewer than 5$67.5M
Pooled investment vehicles2$477.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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
Yes
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Clients43decreased by1
Apr 1, 2026AUM$782,560,552$544,672,797decreased by$237,887,755
Apr 1, 2026Accounts43decreased by1
May 1, 2025
vs Oct 1, 2022
Employees2910decreased by19
May 1, 2025
vs Oct 1, 2022
Clients34increased by1
May 1, 2025
vs Oct 1, 2022
AUM$3,280,685,361$782,560,552decreased by$2,498,124,809
Apr 1, 2022Employees2629increased by3
Apr 1, 2022AUM$3,116,394,021$3,280,685,361increased by$164,291,340
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “AMHERST CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AMHERST 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.