The Ambrus Group LLC

Fee-Only (% of Portfolio)

The Ambrus Group provides investment management services focused on maximizing capital returns, primarily through equity securities. The firm has full discretion over investment decisions and does not typically tailor advisory services to meet individual client needs. The Ambrus Group manages private pooled investment vehicles and separately managed accounts, and acts as a sub-advisor to third-party sponsored private pooled investment vehicles.

Assets Under Management$430M
Clients7
Advisors3
Avg. per Client$62M
Avg. per Advisor$140M

Fee Structure

Investment management only (planning not offered)

The Ambrus Group manages investments for pooled investment vehicles and separately managed accounts. The firm's fee is based on a percentage of the assets they manage, ranging from 0% to 2% per year. The specific fee arrangement is detailed in each client's investment management agreement.

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Location

3 Advisors at this firm

The Ambrus Group LLC | TrueAdvisor