Amherst Capital Management Llc
- Regulatory AUM
- $545M
- Discretionary
- $477M
- Clients
- 3
- Avg AUM / client
- $182M
- Accounts
- 3
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $477M | 87.6% |
| Charitable organizations | 1 | $67.5M | 12.4% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dobson, Sean, Alan | Chief Executive Officer And Chief Investment Officer | Feb 2015 (12y) | Less than 5% | |
| Rottinger, Jason, Jacob | Chief Compliance Officer | Jun 2015 (11y) | Less than 5% | |
| Conboy, Michael, William | Manager | Nov 2020 (6y) | GP / trustee / elected manager of The Amherst Group Llc (indirect) | |
| Flahive, Andrew, Francis | Manager | Nov 2020 (6y) | GP / trustee / elected manager of The Amherst Group Llc (indirect) | |
| Reynolds, Deborah, Shelling | Manager | Nov 2020 (6y) | GP / trustee / elected manager of The Amherst Group Llc (indirect) | |
| Francis, Jacob, Nelson | Member | Feb 2022 (5y) | GP / trustee / elected manager of The Amherst Group Llc (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Amherst Group Llc | Member | Nov 2020 | A | 75% or more |
| Amherst Group Holdings, Llc | Member | Mar 2022 | A | 75% or more |
| The Amherst Group Llc | Member | Mar 2022 | B | ≈ 56.25% – 100% via Amherst Group Holdings, Llc |
| Amherst Holdings Llc | Member | Nov 2018 | B | ≈ 37.5% – 75% via The Amherst Group Llc |
Estimated effective ownership (look-through of filed bands):
- The Amherst Group Llc: 75% – 100% of Amherst Group Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Amherst Holdings Llc: 50% – 75% of The Amherst Group Llc × 75% – 100% direct ≈ 37.5% – 75% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.42 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
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $3.0B (65% of AUM) Mar 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗