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Amg Funds

SEC-registered adviser since 1999Stamford, CTCRD 153456

$18.3B
AUM
5
Clients
See fees
Fee
3
Advisory staff

From Form ADV filed 30 March 2026 · data retrieved 15 October 2026SEC record

Amg Funds is an investment adviser headquartered in Stamford, Connecticut, and registered with the SEC since 1999. Its clients include investment companies.

Its services include portfolio management for investment companies and selecting other managers. Fee arrangements include a percentage of assets under management and performance-based fees. TMF Corp owns 75% or more of Amg Funds.

Clients

Amg Funds serves 5 clients. The average client has about $3.65 billion with the firm.

Regulatory assets by client type
  • Investment companies5 clients100%
Show client breakdown
Investment companies
Clients
5
Regulatory AUM
$18,253,165,249
Share
100.0%
Avg. per client
$3.65B

Total

Clients
5
Regulatory AUM
$18,253,165,249
Share
100%
Avg. per client
$3.65B

What it does

Amg Funds provides portfolio management for investment companies and selecting other managers. It is paid through a percentage of assets and performance-based fees.

Amg Funds provided financial planning to 0 clients last fiscal year and advises no private funds.

100.0% of assets ($18.25B across 5 accounts) are managed with discretion. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

Amg Funds does not have custody of client assets.

Managed account assets by custodian
  • All other custodians$18.25B100%

Ownership and leadership

TMF Corp owns 75% or more of Amg Funds.

Who owns the firm
Amg Funds LLC· the adviser

  • TMF Corp

    Control person · since April 1999

    Owns 75% or more of Amg Funds LLC

  • Affiliated Managers Group, Inc.

    Control person · since April 1999

    Owns 75% or more of Amg Funds LLC

Leadership

  • Patrick Spellman
    Chief Compliance Officer
  • Mark Duggan
    Managing Director, Senior Counsel
  • Rachel Jacobs Antonaccio
    Managing Director, Head of Client Solutions
  • Keitha Kinne
    Head of Platform Operations

Staff

  • 99 employees
  • 3 in advisory functions
  • 4 state-registered reps
  • 52 broker-dealer reps

Fees

Amg Funds is paid through a percentage of assets under management and performance-based fees.

Amg Funds’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Amg Funds has 1 office, with 2 listed addresses across 2 states.

Listed office addresses by state

Connecticut · 1 listed address

  • 680 Washington Boulevard, Suite 500, StamfordHQ

Other business names

Amg Funds has reported 2 other business names to the SEC.

  • Amg Distributors
  • Amg Wealth

Registration details

Legal name
Amg Funds LLC
Headquarters
680 Washington Boulevard, Suite 500, Stamford, CT 06901
Phone
203-299-3500
Website
www.amgfunds.com
SEC file
801-56365
Structure
Delaware LLC
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Amg Funds have?

Amg Funds has 5 clients and manages $18.3 billion for them, as of March 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026

What services does Amg Funds offer?

Amg Funds provides portfolio management for investment companies and selecting other managers.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Amg Funds have?

Amg Funds has 4 investment adviser representatives registered with state securities authorities, out of 99 employees, and 3 perform investment advisory functions. 52 are registered representatives of a broker-dealer and 0 are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns Amg Funds?

Amg Funds is owned through a holding company by Amg Global, Inc. Its direct owners are TMF Corp (75% or more) and Affiliated Managers Group, Inc. (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026

How does Amg Funds get paid?

Amg Funds is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 30 March 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 153456.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Amg Funds LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.