C. Michael Amin, LLC
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About
C. Michael Amin LLC is a state‑registered investment adviser that provides discretionary asset management primarily to accredited investors, qualified clients and institutional investors, and also offers research services where clients retain trading discretion. The firm manages assets through separately managed accounts and pooled vehicles and negotiates management and performance‑based fee arrangements consistent with applicable exemptions.
The adviser follows a long‑biased, value‑oriented, concentrated equity strategy aimed at long‑term capital appreciation versus the S&P 500, relying on fundamental research to identify undervalued securities. Portfolios may employ leverage and derivative instruments, including options and short sales for hedging or directional purposes, and separately managed accounts are generally managed on a discretionary basis.
Noteworthy for a firm of its size, it integrates performance‑fee arrangements (with stated compliance procedures under Rule 205‑3) alongside active use of borrowing, derivatives and shorting—features that are less common among similar small investment managers. The firm also negotiates individualized agreements with no set account minimums, maintains a Code of Ethics, and separates research‑only engagements from full asset management relationships.
Client services
Expertise
Fee options
Performance-based fees are charged per negotiated individual contracts and comply with Rule 205-3 under the Investment Advisers Act of 1940.
Account minimum: No set minimum investment for Separately Managed Accounts or Research Services Fee-only: Fees are negotiable and set forth in individual advisory agreements; firm is fee-only (management and performance fees) and does not transact on a commission basis.
Main office
17 Appleton Street
Somervile MA 02144
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
C. Michael Amin, LLC · Redwood Growth, Lp · Redwood, LLC
Disclosures
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Business activities & affiliations
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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