Embassy Asset Management Lp
- Regulatory AUM
- $774M
- Discretionary
- $774M
- Clients
- 4
- Avg AUM / client
- $193M
- Accounts
- 4
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of May 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 2 | $740M | 95.6% |
| Pooled investment vehicles (non-investment companies) | 2 | $34.2M | 4.42% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $0 combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| The Schrodinger Fund I, Llc | Other Private Fund | Delaware | $0 | 0 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gurwitz, Adam, Weston | Limited Partner | Nov 2020 (6y) | ≈ 0% – 3.75% via Embassy Asset Management Gp Llc | |
| Kidd, John, David | Limited Partner | Nov 2020 (6y) | ≈ 0% – 3.75% via Embassy Asset Management Gp Llc | |
| Connors, Stephen, Patrick | Chief Financial Officer | Mar 2021 (5y) | Less than 5% | |
| Lapreta, Joyce, Marie | Chief Compliance Officer | Jul 2023 (3y) | Less than 5% | |
| Anthony E. Sherlag | Registered representative | Sep 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Group Of Seven Lp | Limited Partner | Mar 2021 | A | 5% – 10% |
| Embassy Asset Management Gp Llc | General Partner | Oct 2021 | A | Less than 5% |
| 2740971 Ontario Inc | General Partner | Feb 2020 | B | GP / trustee / elected manager of Group Of Seven Lp (indirect) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Gurwitz, Adam, Weston: 50% – 75% of Embassy Asset Management Gp Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
- Kidd, John, David: 50% – 75% of Embassy Asset Management Gp Llc × 0% – 5% direct ≈ 0% – 3.75% 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.
Private funds (1, $0 gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| The Schrodinger Fund I, Llc | Other Private Fund | $0 | $250K | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/01/2026 | 1.39 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 investment companies
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having 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: May 01, 2026.
View current Form ADV (SEC/IAPD) ↗