A&M CAPITAL ADVISORS, LP · Tank Allocator Loader

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A&M CAPITAL ADVISORS, LP

UUIDfc36183b-8e8d-599d-87d5-1416481e7c1c

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:52

Updated2025-10-23 02:24:36

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	163576	163576	—	1.0
sec_file_number	801-77694	801-77694	—	—

Profile

Websitehttps://services.sungarddx.com/LogOn/2559156?redirectUrl=%2FDocument%2F2559156

HQ CityGREENWICH

HQ StateCT

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

A&M CAPITAL adv_part1

ADV Metrics

Assets & Accounts

RAUM (total)6,722,342,566.0
RAUM (discretionary)6,722,342,566.0
Actionable assets6,651,233,233.0
Accounts15.0

Institutional Clients

Government AUM102,341,616.0
Pension AUM—
Charitable AUM—
HNW AUM—

As of 2025-07-01 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
A&M CAPITAL ADVISORS GP, LLC	GENERAL PARTNER	OFFICER	—	{"filing_id": "2017052", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ALVAREZ & MARSAL CAPITAL (CAYMAN), LLC	GENERAL PARTNER	OFFICER	—	{"filing_id": "2017052", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ALVAREZ & MARSAL CAPITAL (CAYMAN), LP	CO-MANAGING MEMBER	OFFICER	—	{"filing_id": "2017052", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ALVAREZ & MARSAL CAPITAL, LLC	GENERAL PARTNER	OFFICER	—	{"filing_id": "2017052", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ALVAREZ & MARSAL CAPITAL, LP	CO-MANAGING MEMBER	OFFICER	—	{"filing_id": "2017052", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ALVAREZ & MARSAL INC.	SOLE MEMBER	OFFICER	—	{"filing_id": "2017052", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ALVAREZ, ANTONIO, CLEMENTE	OWNER	OFFICER	—	{"filing_id": "2017052", "owner_id": "1772079", "source": "adv_part1", "table": "Schedule_A_B"}
BARDORF, MICHAEL, RYAN	CHIEF FINANCIAL OFFICER OF A&M CAPITAL ADVISORS, LP	OFFICER	—	{"filing_id": "2017052", "owner_id": "6236891", "source": "adv_part1", "table": "Schedule_A_B"}
GOULD, BARBARA, JANE	CHIEF COMPLIANCE OFFICER OF A&M CAPITAL ADVISORS, LP	OFFICER	—	{"filing_id": "2017052", "owner_id": "7085469", "source": "adv_part1", "table": "Schedule_A_B"}
MARSAL, BRYAN, PAUL	OWNER	OFFICER	—	{"filing_id": "2017052", "owner_id": "1772076", "source": "adv_part1", "table": "Schedule_A_B"}
MCCARTHY, JACK, DANIEL	MANAGING PARTNER OF A&M CAPITAL ADVISORS, LP	OFFICER	—	{"filing_id": "2017052", "owner_id": "2562228", "source": "adv_part1", "table": "Schedule_A_B"}
ODRICH, MICHAEL, JAMES	MANAGING PARTNER OF A&M CAPITAL ADVISORS, LP	OFFICER	—	{"filing_id": "2017052", "owner_id": "4510697", "source": "adv_part1", "table": "Schedule_A_B"}
PERSKIE, DAVID, WILLIAM	PARTNER OF A&M CAPITAL ADVISORS, LP	OFFICER	—	{"filing_id": "2017052", "owner_id": "2789796", "source": "adv_part1", "table": "Schedule_A_B"}
REDMOND, ROBERT, D	PARTNER OF A&M CAPITAL ADVISORS, LP	OFFICER	—	{"filing_id": "2017052", "owner_id": "1192872", "source": "adv_part1", "table": "Schedule_A_B"}
Sodke, Karen, G	CHIEF LEGAL OFFICER OF A&M CAPITAL ADVISORS, LP	OFFICER	—	{"filing_id": "2017052", "owner_id": "8054044", "source": "adv_part1", "table": "Schedule_A_B"}
ALVAREZ & MARSAL FAMILY-CAPITAL, LLC	LIMITED PARTNER	EMPLOYEE	—	{"filing_id": "2017052", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ALVAREZ & MARSAL PARTNERS FUND, LP	LIMITED PARTNER	EMPLOYEE	—	{"filing_id": "2017052", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:36 • csv
```
{
  "date_submitted": "09/19/2025 11:38:40 AM",
  "filing_id": "2017052",
  "reg_type": "IA"
}
```