AM GLOBAL FAMILY INVESTMENT OFFICE
CRD #159319 SEC #801-78445 WEST PALM BEACH, FL 561-249-6826
SEC Registered Private Funds
Total AUM
$367.5M
Discretionary
$289.1M
Employees
8
Clients
0
Accounts
152
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2018
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARIMO, STEPHEN, EDWARD | I | FOUNDING PARTNER | NA | Control |
| BARIMO, STEPHEN, EDWARD | I | FOUNDING PARTNER | NA | Control |
| BARIMO, STEPHEN, EDWARD | I | FOUNDING PARTNER | NA | Control |
| BARIMO, STEPHEN, EDWARD | I | CHIEF OPERATING OFFICER | NA | Control |
| BARIMO, STEPHEN, EDWARD | I | CHIEF OPERATING OFFICER | NA | Control |
| BARIMO, STEPHEN, EDWARD | I | CHIEF OPERATING OFFICER | NA | Control |
| BARIMO, STEPHEN, EDWARD | I | CHIEF OPERATING OFFICER | NA | Control |
| BARIMO, STEPHEN, EDWARD | I | CHIEF OPERATING OFFICER | NA | Control |
| BARIMO, STEPHEN, EDWARD | I | CHIEF OPERATING OFFICER | NA | Control |
| HEANEY, AMY, LEIGH | I | MEMBER | NA | |
| HEANEY, AMY, LEIGH | I | MEMBER | NA | |
| HEANEY, AMY, LEIGH | I | MEMBER | NA | |
| HEANEY, AMY, LEIGH | I | MEMBER | NA | |
| HEANEY, AMY, LEIGH | I | MEMBER | NA | |
| HICKEY, COLIN, JESSE | I | MEMBER | NA | |
| HICKEY, COLIN, JESSE | I | MEMBER | NA | |
| HICKEY, COLIN, JESSE | I | MEMBER | NA | |
| HICKEY, COLIN, JESSE | I | MEMBER | NA | |
| MEHALKO, ANDREW, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| MEHALKO, ANDREW, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| MEHALKO, ANDREW, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MEHALKO, ANDREW, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MEHALKO, ANDREW, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MEHALKO, ANDREW, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MEHALKO, ANDREW, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MEHALKO, ANDREW, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MEHALKO, ANDREW, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MEHALKO, GINA | I | MEMBER | NA | |
| AM GLOBAL HOLDINGS, LLC | DE | OWNER | E | |
| AM GLOBAL HOLDINGS, LLC | DE | OWNER | E | |
| AM GLOBAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| AM GLOBAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| AM GLOBAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| AM GLOBAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| AM GLOBAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| AM GLOBAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| AM GLOBAL HOLDINGS, LLC | DE | MEMBER | E | Control |
| MEHALKO, GINA | I | OWNER | A | |
| MEHALKO, GINA | I | OWNER | A | |
| MEHALKO, GINA | I | MEMBER | A | |
| MEHALKO, GINA | I | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MEHALKO, ANDREW, PATRICK | I | AM GLOBAL HOLDINGS LLC | D | Control |
| MEHALKO, ANDREW, PATRICK | I | AM GLOBAL HOLDINGS LLC | D | Control |
| MEHALKO, ANDREW, PATRICK | I | AM GLOBAL HOLDINGS LLC | D | Control |
| MEHALKO, ANDREW, PATRICK | I | AM GLOBAL HOLDINGS LLC | D | Control |
| MEHALKO, ANDREW, PATRICK | I | AM GLOBAL HOLDINGS LLC | D | Control |
| MEHALKO, ANDREW, PATRICK | I | AM GLOBAL HOLDINGS LLC | D | Control |
| MEHALKO, ANDREW, PATRICK | I | AM GLOBAL HOLDINGS LLC | D | Control |
| BARIMO, STEPHEN, EDWARD | I | AM GLOBAL HOLDINGS LLC | C | Control |
| BARIMO, STEPHEN, EDWARD | I | AM GLOBAL HOLDINGS LLC | C | Control |
| BARIMO, STEPHEN, EDWARD | I | AM GLOBAL HOLDINGS LLC | C | Control |
| BARIMO, STEPHEN, EDWARD | I | AM GLOBAL HOLDINGS LLC | C | Control |
| BARIMO, STEPHEN, EDWARD | I | AM GLOBAL HOLDINGS LLC | C | Control |
| BARIMO, STEPHEN, EDWARD | I | AM GLOBAL HOLDINGS LLC | C | Control |
| BARIMO, STEPHEN, EDWARD | I | AM GLOBAL HOLDINGS LLC | C | Control |
Registrations
Federal
IA
Mar 29, 2018 REGISTERED
Notice Filings (2)
FL PA
Address
319 CLEMATIS STREETSUITE 300
WEST PALM BEACH, FL 33401
United States
Phone: 561-249-6826