AUMdb

Embassy Asset Management Lp

SEC-registered Mutual Fund / Asset Manager · Small ($100M–$1B) CRD 314768 · SEC file 801-122393 · Short Hills, NJ · www.embassyfunds.com
☆ Save with Pro ADV data as of May 01, 2026
Regulatory AUM
$774M
Discretionary
$774M
Clients
4
Avg AUM / client
$193M
Accounts
4
Employees
11

AUM over time

$0 $774M
Aug 2021 May 2026

Annual snapshots from Form ADV filings · as of May 01, 2026

Who they serve

Client typeClientsAUM% of AUM
Investment companies 2 $740M 95.6%
Pooled investment vehicles (non-investment companies) 2 $34.2M 4.42%

Private funds (1)

Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $0 combined gross assets

FundTypeDomicileGross assetsOwners
The Schrodinger Fund I, Llc Other Private Fund Delaware $0 0

People (5)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Gurwitz, Adam, Weston Limited Partner Nov 2020 (6y) ≈ 0% – 3.75% via Embassy Asset Management Gp Llc
Kidd, John, David Limited Partner Nov 2020 (6y) ≈ 0% – 3.75% via Embassy Asset Management Gp Llc
Connors, Stephen, Patrick Chief Financial Officer Mar 2021 (5y) Less than 5%
Lapreta, Joyce, Marie Chief Compliance Officer Jul 2023 (3y) Less than 5%
Anthony E. Sherlag Registered representative Sep 2025 (1y)

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Group Of Seven Lp Limited Partner Mar 2021 A 5% – 10%
Embassy Asset Management Gp Llc General Partner Oct 2021 A Less than 5%
2740971 Ontario Inc General Partner Feb 2020 B GP / trustee / elected manager of Group Of Seven Lp (indirect)

Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Gurwitz, Adam, Weston: 50% – 75% of Embassy Asset Management Gp Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
  • Kidd, John, David: 50% – 75% of Embassy Asset Management Gp Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (1, $0 gross assets)

FundTypeGross assetsMin. investmentOwners
The Schrodinger Fund I, Llc Other Private Fund $0 $250K 0

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 05/01/2026 1.39 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 01, 2026.

View current Form ADV (SEC/IAPD) ↗