Private fund adviser · Greenwood Village, CO
Asset Management Group Investment Corp.
SEC-registered investment adviser · CRD 168369 · SEC 801-78374
At a glance
Asset Management Group Investment Corp. is an SEC-registered investment adviser based in Greenwood Village, Colorado, with $151 million in regulatory assets under management as of its Form ADV filed December 24, 2025. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 4,286th of 4,686 private fund advisers and 13,644th of 17,210 SEC-registered advisers by assets.
Main office 303-694-2190As filed on Form ADV
- Regulatory AUM
- $151M
- Rank among private fund advisers
- #4,286 of 4,686
- Rank among all SEC RIAs
- #13,644 of 17,210
- Rank in Colorado
- #282 of 359
- Clients
- 18
- Accounts
- 18
- Discretionary
- 100% of AUM
- Employees
- 2
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Earl L. WrightPresident, Treasurer
- Michael D. BergmannChief Compliance Officer, Vice President
Custody and brokerage
Custodian
Asset Management Group Investment Corp.’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 18 | $151M | 100% |
Private funds
Asset Management Group Investment Corp. reports 18 private funds with $151M in gross assets: hedge funds, private equity funds, venture capital funds, real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Asset Management Group Investment Corp. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Asset Management Group Investment Corp.
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 1,427 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Asset Management Group Investment Corp. manage?
Asset Management Group Investment Corp. reports $151 million in regulatory assets under management across 18 accounts, 100% of it on a discretionary basis, on its Form ADV filed December 24, 2025.
What kind of firm is Asset Management Group Investment Corp.?
Asset Management Group Investment Corp. is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. It reports a bank or thrift among its related persons.
Who are Asset Management Group Investment Corp.’s clients?
By assets, its largest client types are pooled investment vehicles ($151 million, 18 clients).
Does Asset Management Group Investment Corp. manage private funds?
Yes. It reports 18 private funds with $151 million in gross assets, including hedge funds, private equity funds, venture capital funds, real estate funds.
Does Asset Management Group Investment Corp. have any disciplinary history?
Asset Management Group Investment Corp. 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 Asset Management Group Investment Corp.’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 (2025-12-24), 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 →