Amplius Asset Management provides portfolio management for investment companies.
Amplius Asset Management reports 1 investment company. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($247M across 1 account) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Investment companies | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 1 | $247M | 100.0% | $247M |
| Total | 1 | $247M | 100% | $247M |
- Clients
- 1
- Regulatory AUM
- $247M
- AUM share
- 100.0%
- Avg. per client
- $247M
Total
- Clients
- 1
- Regulatory AUM
- $247M
- AUM share
- 100%
- Avg. per client
- $247M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Amplius Asset Management is paid through a percentage of assets under management and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Amplius Holdings, LLC owns 75% or more of Amplius Asset Management and is in turn owned by Liebman Family, LLC (50–75%) and Jem Partner Holdings, LLC (25–50%). It has 12 employees, 8 of them in advisory roles.
Staff
- 12 employees
- 8 in advisory functions
- 2 insurance agents
- Owns 75% or more of Amplius Asset Management, LLC
Amplius Holdings, LLC
Control person · since February 2025
- Owns 50% to 75% of Amplius Holdings, LLC
Liebman Family, LLC
Control person · since February 2025
- Owns 50% to 75% of Liebman Family, LLC
Samuel Liebman
Control person · since February 2021
- Owns 50% to 75% of Liebman Family, LLC
Matthew Liebman
Control person · since February 2021
- Owns 25% to 50% of Amplius Holdings, LLC
Jem Partner Holdings, LLC
Control person · since February 2025
- Owns 75% or more of Jem Partner Holdings, LLC
Aaron Marks
Control person · since February 2021
Amplius Asset Management’s regulatory assets grew Infinity× from $0 (March 2025) to $247M (September 2026); clients were 1 in both filings and employees were 12 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $247M | 1 | 12 | 1 |
| Mar 2025March 2025 | $0 | 1 | 12 | 1 |
Besides its headquarters, Amplius Asset Management has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 1787 Sentry Parkway West, Veva 16, Suite 100, Blue BellHQ
Contact and registration details
- Legal name
- Amplius Asset Management, LLC
- Headquarters
- 1787 Sentry Parkway West, Veva 16, Suite 100, Blue Bell, PA 19422
- Website
- ampliusetfs.com
- Phone
- 215-310-7770
- SEC file
- 801-132157
- Structure
- Delaware LLC
- Fiscal year end
- December
Amplius Asset Management does not have custody of client assets.
How many clients does Amplius Asset Management have?
Amplius Asset Management has 1 client and manages $247 million for them, as of September 2026. They include 1 investment company.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 September 2026
What services does Amplius Asset Management offer?
Amplius Asset Management provides portfolio management for investment companies.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Amplius Asset Management have?
Amplius Asset Management has 0 investment adviser representatives registered with state securities authorities, out of 12 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees 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 Amplius Asset Management?
Amplius Asset Management is owned through a chain of holding companies by Samuel and Matthew Liebman and Aaron Marks. Its direct owner is Amplius Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 September 2026
How does Amplius Asset Management get paid?
Amplius Asset Management is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Amplius Asset Management?
Amplius Asset Management’s main office is at 1787 Sentry Parkway West, Veva 16, Suite 100, Blue Bell, PA 19422. Its phone number is 215-310-7770. Its website is ampliusetfs.com.