Firm profile

AMHERST CAPITAL MANAGEMENT LLC

NEW YORK, NYCRD 174130Latest ADV March 31, 2026

Amherst Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $545M in regulatory assets under management, 10 employees, 3 offices, and 3 accounts.

Assets Under Management
$545M
Employees
10
Offices
3 offices
Total Clients
<5
Primary office
NEW YORK, NY
620 FIFTH AVENUE, 6TH FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOSean A. Dobson
CCOJason J. Rottinger
CIOSean A. Dobson

Advisory services offered

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

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 66.7% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
66.7%
2
2
Charitable
33.3%
1
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$545Mas of March 31, 2026
Discretionary87.6%
$477M
88% of total RAUM87.6%
Non-discretionary12.4%
$68M
12% of total RAUM12.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

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

Total AUM$545M
Total Accounts3
10Y AUM Change+$188M (+52.7%)

Employee Growth by Quarter

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

Total Employees10
Clients per Employee0:1
10Y Employee Change-24 (-70.6%)

* 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.