Amg Funds LLC

Overview

Amg Funds LLC is an SEC registered investment adviser based in Stamford, CT, registered since 1999. It reports $18.3B in assets under management across 5 accounts, with 99 employees. It has 7 investment adviser representatives.

Reported AUM

$18.3B

Discretionary

100%

Accounts

5

Employees

99

Advisory reps

7

Registered since

1999

Jurisdictions

52

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Management for Investment Companies
• Selection of Other Advisors

Client types

• Investment Companies

Fee structure

Percentage of Assets and Performance-Based Fees

Executive officers 3 of 4

• Mark J Duggan Managing Director, Senior Counsel CRD 4369668
• Rachel Elizabeth Jacobs Antonaccio Managing Director, Head of Client Solutions CRD 3189490
• Patrick Joseph Spellman Chief Compliance Officer CRD 3086822

1 more executive officer, with direct contact details

Advisory reps 3 of 7

• Michael David Fedorovich Registered Rep · Investment Adviser Rep CRD 2765916
• Wilson Kelty Fisher Registered Rep · Investment Adviser Rep CRD 4001601
• Frank E Francese Insurance Agent · Investment Adviser Rep CRD 7357154

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

680 Washington Blvd Ste 500
Stamford, CT 06901

County

Western Ct

Metro area

Bridgeport-Stamford-Norwalk, CT

Region

Northeast

Registrations

• SEC registered
• Registered in 52 jurisdictions
• Website: amgfunds.com

Every state, with registration dates

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