Asset manager · Stamford, CT
AMG Funds LLC
SEC-registered investment adviser · CRD 153456 · SEC 801-56365
At a glance
AMG Funds LLC is an SEC-registered investment adviser based in Stamford, Connecticut, with $18.3 billion in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is investment companies. By Form ADV it is a asset manager, ranked 386th of 3,218 asset managers and 926th of 17,210 SEC-registered advisers by assets.
Main office 203-299-3500amgfunds.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $18B
- Rank among asset managers
- #386 of 3,218
- Rank among all SEC RIAs
- #926 of 17,210
- Rank in Connecticut
- #39 of 507
- Clients
- 5
- Accounts
- 5
- Discretionary
- 100% of AUM
- Employees
- 99
- Advisory staff
- 3
- Offices
- 2
Owners and executives on its Form ADV
- Rachel E. Jacobs AntonaccioManaging Director, Head of Client Solutions
- Keitha L. KinneHead of Platform Operations
- Patrick J. SpellmanChief Compliance Officer
- Mark J DugganManaging Director, Senior Counsel
Custody and brokerage
Custodian
AMG Funds LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
AMG Funds LLC is a hybrid RIA: 52 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: AMG Distributors, Inc..
- AMG Distributors, Inc. ↗CRD 27314
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, February 2026
Its Form ADV brochure (filed March 2026) names AMG Distributors as the broker-dealer its advisers are registered with.
In addition, certain employees of AMGF and other AMG Affiliates that serve as subadvisers to the Funds or advisers to the other funds described above are registered representatives of AMGDI.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 5 | $18B | 100% |
Disciplinary disclosures
AMG Funds LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗amgfunds.com ↗
AtlasMembers
The full record on AMG Funds LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 430 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does AMG Funds LLC manage?
AMG Funds LLC reports $18.3 billion in regulatory assets under management across 5 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is AMG Funds LLC?
AMG Funds LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. A public reporting company controls it.
Who are AMG Funds LLC’s clients?
By assets, its largest client types are investment companies ($18.3 billion, 5 clients).
Does AMG Funds LLC have any disciplinary history?
AMG Funds LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is AMG Funds LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →