Amplius Asset Management, LLC
● SEC registered since 2025CRD 334991SEC# 801-132157Blue Bell, PA
Reg. AUM
$247.3M
Employees
12
Accounts
1
Location
Blue Bell, PA
Amplius Asset Management, LLC assets under management
Amplius Asset Management, LLC is a registered investment adviser overseen by the SEC based in Blue Bell, PA. The firm has been registered since 2025. It reports $247.3 million in regulatory assets under management and employs 12 people.
Amplius Asset Management, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Shoshon Marks Control | Chief Strategy Officer | Under 5% | 2025 |
| Amplius Holdings, LLC Control | Owner | Over 75% | 2025 |
| Matthew Daniel Liebman Control | Ceo, Cco | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Amplius Asset Management, LLC manage?
Amplius Asset Management, LLC reports $247.3 million in regulatory assets under management on its Form ADV.
How many employees does Amplius Asset Management, LLC have?
Amplius Asset Management, LLC reports 12 employees.
Where is Amplius Asset Management, LLC located?
Amplius Asset Management, LLC is based in Blue Bell, PA and has been SEC-registered since 2025.
Does Amplius Asset Management, LLC disclose fund performance?
Amplius Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1787 Sentry Parkway West, Veva 16, Suite 100, Blue Bell, PA 19422 |
| Phone | 215-310-7770 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$247.3MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$247.3Mregulatory AUM
Discretionary $247.3M