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Amphora Capital Investors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Amphora Capital Investors, LLC is a state‑registered investment adviser founded in 2022 that provides discretionary equity and balanced portfolio management primarily for institutional clients — including endowments, foundations, and public and corporate entities — and select high‑net‑worth individuals. Advisory services focus on separately managed small‑cap and mid‑cap equity strategies and balanced accounts, and compensation is generally determined as a percentage of assets under management.
The firm follows a disciplined, bottom‑up investment process centered on profitable, financially strong growth companies, valuation and intrinsic‑value assessment, and five core pillars including management quality and valuation discipline. Research combines quantitative screening and qualitative company analysis and may incorporate artificial intelligence tools to summarize company meeting transcripts and earnings calls as part of its due diligence.
At the time of this brochure Amphora reported no client assets under management and operates with a single advisory professional, a profile more typical of an early‑stage or boutique manager than larger institutional firms. Amphora may negotiate performance‑based fee arrangements, reserves the right to limit strategy capacity, may include proprietary firm accounts in aggregated trades under compliance oversight, does not take custody of client assets, and generally does not vote client proxies.
Client services
Portfolio management
Expertise
Active portfolio management
Occupation focus
Founder/Business Owner
Fee options
$0 - $25,000,000: 1.00% (Small Cap Equity, Institutional Accounts) $25,000,000 - $50,000,000: 0.90% (Small Cap Equity, Institutional Accounts) $50,000,000 - null: Fees are Negotiated (Small Cap Equity, Institutional Accounts) $0 - $25,000,000: 0.85% (Mid Cap Equity, Institutional Accounts) $25,000,000 - $50,000,000: 0.75% (Mid Cap Equity, Institutional Accounts) $50,000,000 - null: Fees are Negotiated (Mid Cap Equity, Institutional Accounts) $0 - $2,000,000: 1.00% (Equity and Balanced, Individually Managed Accounts) $2,000,000 - $5,000,000: 0.75% (Equity and Balanced, Individually Managed Accounts) $5,000,000 - null: 0.50% (Equity and Balanced, Individually Managed Accounts)
Negotiated on a case-by-case basis; based on gross annual profits rather than fixed management fee
Account minimum: $1,000,000 Fee-only: Negotiable fees, fee waivers possible, fees may be lower than standard schedule
Main office location
Amphora Capital Investors, LLC
Palos Verdes Ests CA, United States
Number of offices
1
Most active in
Amphora Capital Investors, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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