RIA Intel›Advisers›Connecticut›A&M CAPITAL ADVISORS, LP

A&M CAPITAL ADVISORS, LP

Advisory

N·GREENWICH, CT

Data as of Apr 9, 2026 · Source: SEC Form ADV

Total AUM

$7.1B

1-Year AUM Growth

+7.6%

3-Year CAGR

+15.1%

Employees

60

Assets Under Management

Total AUM$7.1B

Discretionary AUM$7.1B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients12

Team

Total Employees60

Investment Advisers86

Employee Growth (1Y)+5.8%

Filing History

Total Filings on Record31

First FilingFeb 25, 2013

Latest FilingApr 9, 2026

🔒 Full AUM trend chart and 31 historical filings spanning 13+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on A&M CAPITAL ADVISORS, LP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.