Firm profile

A&M CAPITAL

GREENWICH, CTCRD 163576Latest ADV April 9, 2026

A&M Capital is an SEC registered investment adviser organized as a limited partnership with a primary office location in Greenwich, CT. Its latest Form ADV filing, dated April 9, 2026, reports $7.1B in regulatory assets under management, 86 employees, 5 offices, and 17 accounts.

Assets Under Management
$7.1B
Employees
86
Offices
5 offices
Total Clients
14
Primary office
GREENWICH, CT
1 PICKWICK PLAZA, THIRD FLOOR, GREENWICH, CT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOBarbara J. Gould
CFOMichael R. Bardorf

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
14
Categories with <5 clients
Insurance companies<5 clients
PUBLIC LIMITED COMPANY OWNED BY A FINANCIAL INSTITUTION<5 clients
State or municipal government entities (including govt. pension plans)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$7.1Bas of April 9, 2026
Discretionary100.0%
$7.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$7.1B
Total Accounts17
10Y AUM Change+$6.1B (+588.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees86
Clients per Employee0:1
10Y Employee Change+65 (+309.5%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.