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Asset Management Group Investment Corp.

● SEC registered since 2013CRD 168369SEC# 801-78374Greenwood Village, CO
Export (members)
Ranks #5,161 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$151.2M
Fund GAV
$151.2M
Private funds
18
Employees
2
Accounts
18
Location
Greenwood Village, CO

Asset Management Group Investment Corp. assets under management

Asset Management Group Investment Corp. is an investment advisory firm registered with the SEC based in Greenwood Village, CO. The firm has been registered since 2013. It reports $151.2 million in regulatory assets under management and employs 2 people. Asset Management Group Investment Corp. manages 18 private funds with combined gross assets of $151.2 million, including Apex Hedge Fund LLLP. By regulatory assets, it ranks 5,161 of 5,911 private fund managers.

Asset Management Group Investment Corp. private funds

18 funds · $151.2M GAV
FundTypeGross assetsMin.
Apex Hedge Fund LLLPHedge$29.1M$100K
Cupola Venture Fund VIII, LLLPVenture Capital$21.9M$100K
Ascent Small Cap Hedge Fund, LLLPHedge$18.7M$102K
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Asset Management Group Investment Corp. owners & executives

5 reported
NameTitleOwnershipSince
Asset Management Group Holding Co. ControlShareholderOver 75%1981
Earl Louis Wright ControlPresident, TreasurerUnder 5%1981
Michael Dean Bergmann ControlChief Compliance Officer, Vice PresidentUnder 5%1981
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Frequently asked questions

How much does Asset Management Group Investment Corp. manage?

Asset Management Group Investment Corp. reports $151.2 million in regulatory assets under management on its Form ADV.

How many private funds does Asset Management Group Investment Corp. manage?

Asset Management Group Investment Corp. manages 18 private funds with combined gross assets of $151.2 million.

How many employees does Asset Management Group Investment Corp. have?

Asset Management Group Investment Corp. reports 2 employees.

Where is Asset Management Group Investment Corp. located?

Asset Management Group Investment Corp. is based in Greenwood Village, CO and has been SEC-registered since 2013.

Does Asset Management Group Investment Corp. disclose fund performance?

Asset Management Group Investment Corp. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6295 Greenwood Plaza Blvd., Greenwood Village, CO 80111-4908
Phone303-694-2190
Fax303-694-9242
Office hours8a.m.-5p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$151.2M
Non-discretionary$0
Total (RAUM)$151.2M