Amberlake Partners Sam
- Regulatory AUM
- $97.1M
- Discretionary
- $0
- Clients
- 14
- Avg AUM / client
- $6.9M
- Accounts
- 14
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 9 | $33.9M | 34.9% |
| Insurance companies | 2 | $45.2M | 46.5% |
| Corporations and other businesses | 3 | $18.1M | 18.6% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Fiorentini, Michael | Managing Partner & Co Founder | Nov 2021 (5y) | 50% – 75% | |
| Kapoor, Jagdeep | Managing Partner & Co Founder | Nov 2021 (5y) | 50% – 75% | |
| Rebischung, Christophe | Chief Compliance Officer And Chief Operating Officer | Dec 2021 (5y) | Less than 5% |
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) | 03/19/2026 | 948 KB | 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
- • Commissions
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Julius Baer $20.7M (21% of AUM) Mar 2026
- Societe Generale $20.0M (21% of AUM) Mar 2026
- Cmb $11.9M (12% of AUM) Mar 2026
- Edmond De Rothschild Monaco $5.0M (17% of AUM) Jun 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 19, 2026.
View current Form ADV (SEC/IAPD) ↗