SourcingSourcing

AMOVA ASSET MANAGEMENT AMERICAS, INC.

C27
CRD 824·SEC 801-60881·NEW YORK, NY
AUM
$9.04B
$1B+
Est. Revenue
$90.4M
@ 1% on AUM
Est. EBITDA
$27.1M
@ 30% margin
Est. Deal Value
$216.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AMOVA ASSET MANAGEMENT AMERICAS, INC.
CRD
824
SEC file #
801-60881
EIN
000000000
DBA names
—

Economics

AUM
$9.04B
AUM band
$1B+
AUM trajectory
'20'26
$5.11B → $9.04B▲ +77%
Client mix
Pooled Investment Vehicles6
Investment Companies1
State Or Municipal Govt1

Operations

Employees (total)
28
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
11 advisors → 9 advisors▼ -18%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
09/09/2025
ADV-W filed at
—
Website
us.amova-am.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
AMOVA AM AMERICAS HOLDING, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
AMOVA AM AMERICAS HOLDING, INC.
GRAF, PETER, EDWARD
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

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001475365
Edgar Registered
Yes
Edgar Filing Count
329
Edgar First Filing Date
2009-11-06
Edgar Last Filing Date
2026-04-30
Edgar 13f Count
60
Edgar 13f Latest AUM Estimate
Filing Date2026-04-30
Accession0001214659-26-005304
Edgar Sic Description
Commercial Banks, NEC
Edgar Former Names
Sumitomo Mitsui Trust Group, Inc.
Sumitomo Mitsui Trust Holdings, Inc.

Local market & wealth

Rank targets by how wealthy the local market is

Fdic Zip Total Deposits
1,254,281,000
Fdic Zip Branch Count
9
Fdic Zip Top Banks
HSBC Bank Usa, National Association
Citizens Bank, National Association

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
1
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
State Street6
E*trade4
Northern Trust2
Edgar Addresses
Mailing
1-4-1, MARUNOUCHICHIYODA-KU, TOKYO, M0 100-8233
Business
1-1, SHIBAKOEN, 1-CHOMEMINATO-KU, TOKYO, M0 105-0011
Edgar EIN
000000000
Edgar Recent Filings
SCHEDULE 13G/A2026-04-30 · 0001214659-26-005311
SCHEDULE 13G/A2026-04-30 · 0001214659-26-005310
Edgar Sic
6029
Fdic Zip Branches Raw
HSBC Bank USA, National AssociationNew York, NY
HSBC Bank USA, National AssociationNew York, NY
Fdic Zip HHI
3580.8
Fdic Zip Top Bank Share Pct
45.14
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (9)

9
GRAF, PETER, EDWARD
Executive Officer · 2.5%
4727486
STOECKLE, MARK, EDWARD
Executive Officer · 2.5%
2820507
SUTO, SATOSHI
Executive Officer · 2.5%
6087729
BECKHAM, GARY, LAMONT
Executive Officer · 2.5%
4350387
COOK, KENNETH, S
Executive Officer · 2.5%
7288367
GLOVER, ANTHONY, STUART
Executive Officer · 2.5%
7721265
Shudo, Kuniyuki
Executive Officer · 2.5%
8069591
STEGLITZ, MARC, HARRY
Executive Officer · 2.5%
2481514
ANDREW J THALER
IAR
3139023