AMH EQUITY LTD

Adviser information for AMH EQUITY LTD last updated from Form ADV on February 5th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location New York, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2 $114.9M
Non-Discretionary 0 $0
Total 2 $114.9M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals <5 $4.2M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 1 $110.7M
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-74397
SEC ERA File Number 801-74397
SEC CIK Numbers 1600535
SEC CRD Numbers 160452
Legal Entity Identifier None

Principal Office

32 OLD MILL ROAD
GREAT NECK
NY
United States
Monday - Friday, 9AM - 5 PM
Tel: 212-871-5700, Fax: None

Chief Compliance Officer

SAM NEBENZAHL
CHIEF OPERATING OFFICER
745 FIFTH AVENUE
SUITE 500
NEW YORK
NY
United States
Tel: 212-871-5700
(Full email address available in API data)

Industry Affiliates

AMH EQUITY LLC Pension consultantSponsor or syndicator of limited partnerships

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
LEVITICUS PARTNERS L.P. Hedge Fund $110.7M $0.3M 85

Control Persons

Name Type Entity Title Since Ownership
HUTT, ADAM, MICHAEL Individual PRESIDENT 05/1996 > 75%
NEBENZAHL, SAM Individual CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER 03/2012 < 5%

No. Employees, Historic

10502020202120222023202420252 on 3/10/20202 on 5/12/20202 on 2/2/20212 on 3/10/20212 on 2/23/20222 on 2/15/20232 on 8/28/20232 on 2/5/2024

RAUM, Historic

200M100M0202020212022202320242025110275348 on 3/10/2020110275348 on 5/12/2020110275348 on 2/2/2021143350829 on 3/10/2021109337603 on 2/23/2022137317142 on 2/15/2023137317142 on 8/28/2023114933125 on 2/5/2024

No. Clients, Historic

10502020202120222023202420252 on 3/10/20202 on 5/12/20202 on 2/2/20212 on 3/10/20212 on 2/23/20222 on 2/15/20232 on 8/28/20232 on 2/5/2024

Holdings

From latest 13F, filed August 6th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ALGOMA STL GROUP INC COM 3M 400K
AMTECH SYS INC COM PAR $0.01N 1M 250K
APPLIED DNA SCIENCES INC COM NEW 265K 650K
ATOMERA INC COM 191K 50K
BIODESIX INC COM 1M 696K
COLLPLANT BIOTECHNOLOGIES LT SHS NEW 376K 76K
CONDUENT INC COM 587K 180K
CPS TECHNOLOGIES CORP COM 297K 175K
CVD EQUIP CORP COM 2M 624K
DARE BIOSCIENCE INC COM 310K 924K
DIGI INTL INC COM 1M 50K
FORESIGHT AUTONOMOUS HLDGS L SPONSORED ADR 696K 726K
HARVARD BIOSCIENCE INC COM 6M 2M
HEWLETT PACKARD ENTERPRISE C COM 423K 20K
HEWLETT PACKARD ENTERPRISE C COM 5M 250K
ICAD INC COM NEW 390K 300K
INFINERA CORP COM 3M 500K
IRIDEX CORP COM 995K 461K
JUNIPER NETWORKS INC COM 3M 70K
KVH INDS INC COM 670K 144K
LANTRONIX INC COM NEW 5M 1M
LIGHTPATH TECHNOLOGIES INC COM CL A 4M 3M
MARIS TECH LTD ORDINARY SHARES 671K 453K
ORION GROUP HLDGS INC COM 4M 400K
POWERFLEET INC COM 5M 1M
PRECISION OPTICS CORP INC MA COM NEW 739K 125K
PROFIRE ENERGY INC COM 907K 639K
SCYNEXIS INC COM NEW 1M 545K
THERMON GROUP HLDGS INC COM 3M 110K
TWIN DISC INC COM 9M 737K
UNIVERSAL ELECTRS INC COM 8M 677K
VISHAY INTERTECHNOLOGY INC COM 2M 110K
WESTPORT FUEL SYSTEMS INC COM 1M 250K
XTANT MED HLDGS INC COM NEW 120K 191K