Private fund adviser · Tampa, FL
The Ambrus Group LLC
SEC-registered investment adviser · CRD 316761 · SEC 801-135190
At a glance
The Ambrus Group LLC is an SEC-registered investment adviser based in Tampa, Florida, with $485 million in regulatory assets under management as of its Form ADV filed May 28, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 3,080th of 4,686 private fund advisers and 7,957th of 17,210 SEC-registered advisers by assets.
Main office 917-270-6563ambrusgroup.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $485M
- Rank among private fund advisers
- #3,080 of 4,686
- Rank among all SEC RIAs
- #7,957 of 17,210
- Rank in Florida
- #430 of 1,090
- Clients
- 7
- Accounts
- 6
- Discretionary
- 100% of AUM
- Employees
- 5
- Advisory staff
- 3
- Offices
- 3
Owners and executives on its Form ADV
- Kris S. SidialCo-Chief Investment Officer / Member
- William F. WiseCo-Chief Investment Officer / Member
- Michael M. PerryChief Operating Officer and Chief Compliance Officer
- Salahuddin AbbasiSenior Partner / Member
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 6 | $475M | 98% |
| Other investment advisers | 1 | $10M | 2% |
Private funds
The Ambrus Group LLC reports 3 private funds with $458M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
The Ambrus Group LLC 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
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗ambrusgroup.com ↗
AtlasMembers
The full record on The Ambrus Group 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, 1 years of filings
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- Growth over one, three and five years
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- Rank against 2,281 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
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does The Ambrus Group LLC manage?
The Ambrus Group LLC reports $485 million in regulatory assets under management across 6 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 28, 2026.
What kind of firm is The Ambrus Group LLC?
The Ambrus Group LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are The Ambrus Group LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($475 million, 6 clients); other investment advisers ($10 million, 1 clients).
Does The Ambrus Group LLC manage private funds?
Yes. It reports 3 private funds with $458 million in gross assets, including hedge funds.
Does The Ambrus Group LLC have any disciplinary history?
The Ambrus Group 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 The Ambrus Group 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 (2026-05-28), 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 →