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AMITY VENTURES

SAN FRANCISCO, CA · CRD 290313 · IAPD ↗ · (415) 226-4119

$1.74BRegulatory AUM
9Advisory reps
10Employees
0Clients
n/aPlanning clients
27Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

52
April 2026 — AMITY VENTURES reported RAUM up 37% ($1.27B -> $1.74B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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