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AMHERST ADVISORY & MANAGEMENT LLC

AUSTIN, TX · CRD 155745 · IAPD ↗ · 512-342-3080

$418.8MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
October 2024 — AMHERST ADVISORY & MANAGEMENT LLC (AUSTIN, TX) left the SEC roster (was $418.8M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.