SourcingSourcing

AMG FUNDS LLC

C33
CRD 153456·SEC 801-56365·STAMFORD, CT
AUM
$18.25B
$1B+
Est. Revenue
$182.5M
@ 1% on AUM
Est. EBITDA
$54.8M
@ 30% margin
Est. Deal Value
$438.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AMG FUNDS LLC
CRD
153456
SEC file #
801-56365
EIN
000000000
DBA names
—

Economics

AUM
$18.25B
AUM band
$1B+
AUM trajectory
'20'26
$28.30B → $18.25B▼ -35%
Client mix
Investment Companies5

Operations

Employees (total)
99
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
5 advisors → 3 advisors▼ -40%
Primary office
STAMFORD CT
Branches
—

Custodian & Brokerage

Primary custodian
BNY Mellonlow confidence
Services offered
Portfolio mgmt — investment companiesSelection of other advisers
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
amgfunds.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TMF CORP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
TMF CORP
DUGGAN, MARK, J
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
AMGFUNDS.COM
Rdap Domain Creation Date
1999-05-12T21:00:46Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Compensation Trajectory 3y
20250
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001869630
Edgar Registered
Yes
Edgar Filing Count
9
Edgar First Filing Date
2021-07-16
Edgar Last Filing Date
2026-01-09
Edgar Form D Count
7
Edgar Form D Offerings
2026-01-092026-01-09 · 0001869630-26-000001
2025-01-102025-01-10 · 0001869630-25-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
5
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Bny Mellon4
E*trade4
Edgar Addresses
Mailing
C/O AMG PANTHEON MASTER FUND, LLC680 WASHINGTON BOULEVARD, SUITE 500STAMFORD, CT 06901
Business
C/O AMG PANTHEON MASTER FUND, LLC680 WASHINGTON BOULEVARD, SUITE 500STAMFORD, CT 06901
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-01-09 · 0001869630-26-000001
40-APP/A2026-01-08 · 0001193125-26-007321
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-05-12T21:01:20Z
Rdap Domain Last Changed
2025-03-13T07:46:22Z
Rdap Nameservers
Edns1.ultradns.bizEdns1.ultradns.comEdns1.ultradns.netEdns1.ultradns.org
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (10)

10
KINNE, KEITHA, LEE
IAR · Executive Officer · 2.5%
2039630
DUGGAN, MARK, J
Executive Officer · 2.5%
4369668
JACOBS ANTONACCIO, RACHEL,
Executive Officer · 2.5%
3189490
SPELLMAN, PATRICK, JOSEPH
Executive Officer · 2.5%
3086822
WILSON KELTY FISHER
IAR
4001601
MICHAEL DAVID FEDOROVICH
IAR
2765916
EDWARD CHARLES HULL
IAR
4470969
Marie Critchley Schobel
IAR
7817165
Jaclyn Rose Gantz
IAR
6718237
Frank E Francese
IAR
7357154