# The Ambrus Group LLC

> The Ambrus Group LLC is an SEC-registered investment advisory firm in Tampa, FL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 28, 2026.

- CRD: 316761
- Filed as: THE AMBRUS GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tampa, FL
- Filing period: October 2026
- Form ADV filing dated: May 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316761
- AdvisorCensus page: https://advisorcensus.com/firm/the-ambrus-group-llc-tampa-fl-316761

## Quick answers

**How is The Ambrus Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), The Ambrus Group LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is The Ambrus Group LLC located?**
The Ambrus Group LLC's principal office is in Tampa, FL, according to its Form ADV; the June 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is The Ambrus Group LLC registered with the SEC or a state?**
The Ambrus Group LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 316761.

**How much does The Ambrus Group LLC manage?**
The Ambrus Group LLC reports $485,069,000 in regulatory assets under management in its Form ADV filing dated May 28, 2026 (100% discretionary).

**What types of clients does The Ambrus Group LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6); other investment advisers (1).

**Which custodians does The Ambrus Group LLC use?**
The Ambrus Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Goldman Sachs & Co. LLC as a custodian holding 10% or more of its separately managed account assets.

**Does The Ambrus Group LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/316761

**What changed in The Ambrus Group LLC's recent Form ADV filings?**
In the June 2026 filing data: Added an office in Boston, MA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Goldman Sachs & Co. LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $485,069,000
- Discretionary: $485,069,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $475,069,000 |
| Other investment advisers | 1 | $10,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Boston, MA
- Hauppauge, NY

### Websites listed on Form ADV (Item 1.I)
- ambrusgroup.com
- LinkedIn @the-ambrus-group

## Changes in the filing (last 12 months)

### June 2026
- Added an office in Boston, MA.

### April 2026
- Regulatory assets under management went from $430,551,049 to $485,069,000 (+13%).

### March 2026
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Ambrus Group LLC (CRD 316761): Form ADV filing data as of October 2026.