AM GLOBAL FAMILY INVESTMENT OFFICE
AM GLOBAL FAMILY INVESTMENT OFFICE of WEST PALM BEACH, FL is an SEC-registered investment adviser (CRD 159319). Regulatory assets under management: $367.5M.
Registration
- CRD: 159319
- SEC file number: 801-78445
- Type: Registered investment adviser
- Location: 319 CLEMATIS STREET, SUITE 300, WEST PALM BEACH, FL, 33401
- Phone: 561-249-6826
- Latest filing: 2018-03-29
- Regulatory AUM: $367.5M
- Discretionary AUM: $289.1M
- Non-discretionary AUM: $78.4M
- Clients: 8
- Accounts: 152
Officers, owners & control persons (5)
| Name | Role | Location |
|---|
| MEHALKO ANDREW PATRICK | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MEMBER; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| MEHALKO GINA | MEMBER; OWNER | — |
| BARIMO STEPHEN EDWARD | CHIEF OPERATING OFFICER; FOUNDING PARTNER; MEMBER | — |
| HEANEY AMY LEIGH | MEMBER | — |
| HICKEY COLIN JESSE | MEMBER | — |
Private funds (1)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| AM GLOBAL CORE FUND | Hedge Fund | — | 49 | $70.2M | $500K |
Fund service providers (1)
- administrator: SS&C/GLOPEOP
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