Data / Investment advisers / Amberlake Partners Sam
Amberlake Partners Sam, Monaco: $97.1 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Amberlake Partners Sam is an SEC registered investment adviser with its main office in Monaco and reports $97.1 million in regulatory assets under management in its Form ADV filed March 19, 2026. Its clients include insurance companies, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management and commissions.
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- Registration
- SEC registered investment adviser
- CRD number
- 322274
- SEC file number
- 801-126126
- SEC status
- Approved, effective May 22, 2023
- Main office
- 38 Boulevard des Moulins, Monaco, Monaco 98000
- Phone
- +37792001710
- Website
- amberlakepartners.com
- Regulatory AUM
- $97,121,000 in the Form ADV filed March 19, 2026
- Non discretionary AUM
- $97,121,000
- Accounts
- 14
- Employees
- 7, of which 4 give investment advice
- Form of organization
- Societe Anonyme Monegasque, Sam
- Paid through
- a percentage of assets under management, commissions
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 19, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 2 | $45.2 million |
| High net worth individuals | 9 | $33.9 million |
| Corporations or other businesses | 3 | $18.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $97.1 million | March 19, 2026 |
| December 1, 2025 | $57.2 million | March 18, 2025 |
Also on SpecStream
- Advisers with $50 million to $100 million in AUM
- Advisers serving insurance companies
- Advisers serving high net worth individuals
- Amberlake Partners Sam on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.