American Mortgage Investment Partners Management, LLC (Seal Beach)

American Mortgage Investment Partners Management, LLC is a large advisory firm based in Seal Beach. It manages $899.61 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of California.

American Mortgage Investment Partners Management provides portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

American Mortgage Investment Partners Management: assets under management

The assets under management (AUM) of American Mortgage Investment Partners Management, LLC is $899.61 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 298% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $899.61 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $449.81 million each.

American Mortgage Investment Partners Management has custody of $899.61 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay American Mortgage Investment Partners Management, LLC for their services and products based on a percentage of assets under management, commissions, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients American Mortgage Investment Partners Management serves?

The only and largest group of clients of American Mortgage Investment Partners Management is investment companies with 2 clients and $899.61 million of assets under management. Among the 10 most similar advisory firms, American Mortgage Investment Partners Management has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $899.61 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

American Mortgage Investment Partners Management also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons ranges from $0 to $500,000.

Careers at American Mortgage Investment Partners Management, LLC

The company employs 60 people that are either part- or full-time employees. 8 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

James Lanford Dooley joined the executive team most recently as the Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ron Mcmahan	Chief executive officer	1 Jun 2016	Other	6709364
James Lanford Dooley	Manager	1 Jun 2016	Other	1342722
Spencer White	Chief compliance officer; chief financial officer	1 Jun 2016	Other	6709365
Lp Johnson Capital Residential Investments	Member	1 Jun 2016	50% - 75%	80-0915826
Seaside Mortgage Investments Llc	Member	1 Jun 2016	25% - 50%	81-3058917
Bpc Opportunities Fund Ii Lp	Member	1 Jun 2016	Other	46-5183407
Beach Point Securitized Credit Fund Lp	Member	1 Jun 2016	Other	47-2854899
Ron Nmn Mcmahan	Chief executive officer	1 Jun 2016	Other	6709364
Spencer Nmn White	Chief compliance officer; chief financial officer	1 Jun 2016	Other	6709365

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Jcri Management	Manager	1 Jun 2016	Other	46-2578045
Guy Johnson	Member	1 Jun 2016	25% - 50%	6131964

Based in Seal Beach

The principal office where American Mortgage Investment Partners Management, LLC performs its advisory services is located at 3020 Old Ranch Parkway, Seal Beach, CA 90740, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 562-735-6555 or by fax 562-594-4591. The normal business hours are 8am-5pm on Monday - Friday.