Amberlake Partners Sam is an SEC registered investment adviser. Its latest Form ADV filing, dated March 19, 2026, reports $97M in regulatory assets under management, 7 employees, and 14 accounts.
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Commissions
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 64.3% of total clients.
Top client categories% of clientsClients
1
HNWI
64.3%
9
2
Corporations
21.4%
3
3
Insurance Cos.
14.3%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$97Mas of March 19, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$97M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$97M
Total Accounts14
10Y AUM Change+$78M (+411.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee2:1
10Y Employee Change+3 (+75.0%)
* 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.