AMI Asset Management Corporation

What AMI Asset Management Corporation does

AMI Asset Management Corporation is an independent, employee-owned investment management firm founded in 1994 and headquartered at 10866 Wilshire Blvd. in Los Angeles, California. The firm manages $2.2 billion in assets under advisement (as of 3/31/26) across six core strategies: Large Cap Growth Equity, Large Cap Equity Income, Small Cap Growth Equity, Taxable Fixed Income, Tax Exempt Fixed Income, and High Yield Fixed Income. AMI's investment philosophy is centered on companies that derive more than 50% of revenue from recurring sources, employing a Growth-at-a-Reasonable-Price (GARP) approach with concentrated 30-35 position portfolios and a documented emphasis on downside protection (62% downside capture ratio vs. the Russell 1000 Growth from 1/1/98 to 3/31/26, and positive excess returns in every major down market since 2000).

The firm serves 500+ families and institutions across three primary segments: individual investors seeking long-term wealth management and financial planning, financial advisors and RIAs who delegate portfolio management to AMI to free up client-facing capacity, and institutional partners including endowments and foundations. Distribution is hybrid — direct client engagement through the corporate website alongside availability on 'a large number of industry-leading' third-party wealth management platforms. Revenue is generated through an annual management fee of 1.00% on assets under advisement, a recurring subscription-style model tied directly to AUA. The investment team of approximately 15-20 professionals includes multiple CFA charterholders, with senior leadership averaging 20+ years of tenure, and the firm has maintained continuous operations through multiple market cycles as a private, employee-owned entity with no parent company or external institutional investor ownership on record.

Name

AMI Asset Management Corporation

Legal name

AMI Asset Management Corporation

Website

https://amiassetmanagement.com

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

1–10 employees

Short description

AMI Asset Management is an independent, employee-owned investment firm founded in 1994 that manages $2.2B across equity and fixed income strategies focused on recurring revenue companies, serving individual investors, financial advisors, and institutional clients.

Ownership category

akta.pro rank

Headquarters

HQ city

Los Angeles

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Compliance

Revenue model

1. Investment Management Fees: AMI Asset Management generates revenue through investment management fees charged on assets under advisement. Net returns are based on an annual fee of 1.00% as disclosed in performance disclosures.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

AMI Asset Management is an independent, employee-owned investment management firm that manages equity and fixed income portfolios focused on companies with recurring revenue. The firm offers actively managed strategies across large cap growth, large cap equity income, small cap growth, and three fixed income mandates, applying a Growth at a Reasonable Price (GARP) approach with an emphasis on downside protection. Services are delivered to individual investors, financial advisors/RIAs, and institutional clients through direct relationships, advisor partnerships, and third-party wealth management platforms.

Product overview

AMI Asset Management offers a suite of investment strategies focused on recurring revenue companies. The core equity strategies include Large Cap Growth Equity (GARP approach with downside protection), Large Cap Equity Income (dividend growth focus), and Small Cap Growth Equity (high appreciation potential). Fixed income offerings comprise Taxable Fixed Income (core plus investment-grade bonds), Tax Exempt Fixed Income (municipal bonds), and High Yield Fixed Income (selective high-yield corporate bonds). All strategies emphasize rigorous fundamental analysis, concentrated portfolios of 30-35 positions, and downside risk management through low beta approaches.

Differentiator

Problem solved

Functional benefit

Products and services

• Large Cap Growth Equity Strategy Fundamental bottom-up research strategy targeting large capitalization companies (market cap $10B+) with over 50% recurring revenue, high free cash flow generation, and strong management. Employs GARP philosophy with 30-35 concentrated positions and a 65% downside capture target.
• Small Cap Growth Equity Strategy High-growth strategy targeting small capitalization companies ($500M-$10B market cap) with significant appreciation potential, recurring revenue models, and acquisition appeal. Holds 30-35 concentrated positions with 40-50% annual turnover.
• Large Cap Equity Income Strategy Dividend-focused strategy targeting established, dividend-paying large capitalization companies with sustainable competitive advantages and recurring revenue. Seeks consistent dividend growth and capital appreciation with 30-35 concentrated positions.
• Taxable Fixed Income Strategy Core plus fixed income strategy investing in treasuries, corporate bonds, and taxable municipal bonds with 3-6 year duration target. Overweights corporate and taxable municipal bonds while avoiding leverage, derivatives, and CLOs.
• Tax Exempt Fixed Income Strategy Municipal bond strategy targeting essential service revenue bonds and Mello-Roos special tax bonds with 3-7 year duration. Designed for capital preservation and tax-efficient income generation through customized portfolios.
• High Yield Fixed Income Strategy Active high-yield bond strategy emphasizing smaller issuers, special situations, and BB-rated credits. Concentrated portfolio of 20-50 registered bonds with 2-5 year duration targeting risk-adjusted returns.

Quantifiable outcome

• 62% downside capture ratio vs Russell 1000 Growth (1/1/98 - 3/31/26)
• +6 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators8 records

Recent moves9 records

Expansion highlights4 records

Broad incumbents

• Neuberger Berman: Large, private, employee-owned diversified investment manager with active equity, fixed income, and multi-asset offerings for advisors and institutions. Comparable to AMI on employee ownership and active equity/fixed income product breadth, but at significantly larger scale and as a broad incumbent.
• Calvert (Eaton Vance / Morgan Stanley): Large, established manager with explicit quality and risk-aware mandates including growth strategies distributed through advisors and institutions. Comparable to AMI's quality-growth philosophy but operates at significantly larger scale and within a broad corporate parent (Morgan Stanley).

Direct peers

• Boston Trust Walden: Independent, employee-owned active equity and fixed income manager serving institutional and intermediary clients with quality-growth strategies. Similar to AMI in mid-boutique scale, employee ownership, multi-asset capability, and emphasis on durable business models.
• Polen Capital Management: Boutique, concentrated quality-growth manager with a focus on durable, recurring-revenue businesses. Closely comparable to AMI in philosophy (high-conviction, GARP-style), size range (multi-billion AUM), and target client mix of RIAs, family offices, and institutions.
• Fred Alger Management: Independent, employee-owned growth equity manager with concentrated portfolios of high-quality, growth-oriented companies. Comparable to AMI on philosophy (active, fundamental, concentrated), ownership structure (employee-owned), and RIA/institutional distribution focus.
• Westwood Holdings Group: Mid-sized, employee-owned active equity and fixed income manager serving institutional, RIA, and wealth channels. Closely comparable to AMI in size, multi-asset class lineup, employee ownership, and emphasis on downside risk management.
• TimesSquare Capital Management: Boutique, concentrated mid- and large-cap growth manager distributed primarily through advisor and institutional channels. Directly comparable to AMI on concentrated growth philosophy, mid-sized AUM, sub-advisory/platform distribution, and quality-growth bias.
• Riverbridge Partners: Employee-owned growth equity boutique focused on companies with durable competitive advantages and steady compounding characteristics. Similar in size, philosophy (quality-growth with downside awareness), ownership structure, and advisor/institutional channel mix to AMI.
• Aristotle Capital Management: Independent, employee-owned active equity manager emphasizing quality, durable cash flows, and downside protection. Comparable to AMI on portfolio construction philosophy (GARP-leaning), employee ownership, and multi-channel RIA/institutional distribution.
• Congress Asset Management: Mid-sized, employee-owned active equity manager serving institutional, intermediary, and wealth channels with a quality-growth orientation. Similar to AMI in scale, ownership model, philosophy (fundamentals-driven, downside-aware), and diversified equity product lineup.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about AMI Asset Management Corporation