A&M Capital Advisors, Lp
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 163576
· SEC file 801-77694
· Greenwich, CT
· www.linkedin.com
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ADV data as of Jun 25, 2026
- Regulatory AUM
- $7.2B
- Discretionary
- $7.2B
- Clients
- 14
- Avg AUM / client
- $514M
- Accounts
- 17
- Employees
- 86
AUM over time
$174M
$7.2B
Dec 2012
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 14 | $6.8B | 94.5% |
| State or municipal government entities | Fewer than 5 clients | $315M | 4.37% |
| Insurance companies | Fewer than 5 clients | $9.7M | 0.13% |
| Other | Fewer than 5 clients | $71.2M | 0.99% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $5.2B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| A&M Capital Partners Iii, Lp | Private Equity Fund | Delaware | $1.9B | 169 |
| A&M Capital Partners Ii, Lp | Private Equity Fund | Delaware | $1.5B | 125 |
| A&M Capital Europe, Scsp | Private Equity Fund | Luxembourg | $866M | 73 |
| A&M Capital Strategic Investments, Lp | Private Equity Fund | Delaware | $343M | 71 |
| A&M Capital Partners, Lp | Private Equity Fund | Delaware | $280M | 112 |
| A&M Capital Opportunities Fund, Lp | Private Equity Fund | Delaware | $253M | 114 |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alvarez, Antonio, Clemente | Owner | Mar 1984 (42y) | 50% – 75% of Alvarez & Marsal Inc. (indirect) | |
| Marsal, Bryan, Paul | Owner | Mar 1984 (42y) | 50% – 75% of Alvarez & Marsal Inc. (indirect) | |
| Mccarthy, Jack, Daniel | Managing Partner Of A&M Capital Advisors, Lp | Sep 2009 (17y) | Less than 5% | |
| Odrich, Michael, James | Managing Partner Of A&M Capital Advisors, Lp | Sep 2009 (17y) | Less than 5% | |
| Bardorf, Michael, Ryan | Chief Financial Officer Of A&M Capital Advisors, Lp | Aug 2013 (13y) | Less than 5% | |
| Gould, Barbara, Jane | Chief Legal Officer And Chief Compliance Officer Of A&M Capital Advisors, Lp | Aug 2019 (7y) | Less than 5% | |
| Perskie, David, William | Partner Of A&M Capital Advisors, Lp | Jan 2020 (7y) | Less than 5% | |
| Redmond, Robert, D | Partner Of A&M Capital Advisors, Lp | Jun 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| A&M Capital Advisors Gp, Llc | General Partner | Apr 2018 | A | 75% or more |
| Alvarez & Marsal Inc. | Sole Member | Sep 2009 | B | 75% or more of Alvarez & Marsal Capital, Llc (indirect) |
| Alvarez & Marsal Capital, Lp | Co Managing Member | Mar 2016 | B | ≈ 37.5% – 75% via A&M Capital Advisors Gp, Llc |
| Alvarez & Marsal Family Capital, Llc | Limited Partner | Dec 2015 | B | ≈ 18.75% – 56.25% via Alvarez & Marsal Capital, Lp |
| Alvarez & Marsal Capital (Cayman), Lp | Co Managing Member | Apr 2018 | B | ≈ 37.5% – 75% via A&M Capital Advisors Gp, Llc |
| Alvarez & Marsal Partners Fund, Lp | Limited Partner | Sep 2013 | B | ≈ 9.38% – 37.5% via Alvarez & Marsal Capital, Lp |
| Alvarez & Marsal Capital, Llc | General Partner | Sep 2009 | B | GP / trustee / elected manager of Alvarez & Marsal Capital, Lp (indirect) |
| Alvarez & Marsal Capital (Cayman), Llc | General Partner | Apr 2018 | B | GP / trustee / elected manager of Alvarez & Marsal Capital (Cayman), Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Alvarez & Marsal Capital, Lp: 50% – 75% of A&M Capital Advisors Gp, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Alvarez & Marsal Family Capital, Llc: 50% – 75% of Alvarez & Marsal Capital, Lp × 50% – 75% of A&M Capital Advisors Gp, Llc × 75% – 100% direct ≈ 18.75% – 56.25% of the firm
- Alvarez & Marsal Capital (Cayman), Lp: 50% – 75% of A&M Capital Advisors Gp, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Alvarez & Marsal Partners Fund, Lp: 25% – 50% of Alvarez & Marsal Capital, Lp × 50% – 75% of A&M Capital Advisors Gp, Llc × 75% – 100% direct ≈ 9.38% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $5.2B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| A&M Capital Partners Iii, Lp | Private Equity Fund | $1.9B | $10.0M | 169 |
| A&M Capital Partners Ii, Lp | Private Equity Fund | $1.5B | $10.0M | 125 |
| A&M Capital Europe, Scsp | Private Equity Fund | $866M | $11.1M | 73 |
| A&M Capital Strategic Investments, Lp | Private Equity Fund | $343M | $10.0M | 71 |
| A&M Capital Partners, Lp | Private Equity Fund | $280M | $10.0M | 112 |
| A&M Capital Opportunities Fund, Lp | Private Equity Fund | $253M | $10.0M | 114 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/25/2026 | 4.12 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • TRANSACTION FEES & PORTFOLIO MONITORING FEES
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 25, 2026.
View current Form ADV (SEC/IAPD) ↗