DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

The Ambrus Group LLC

Asset manager (funds and pooled vehicles)Tampa, FloridaCRD 316761SEC 801-135190websiteIAPD
Latest filing May 28, 2026
First filing on the tape Dec 18, 2025 · 4 filings
SEC status approved since Jan 15, 2026
RAUM
$485M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$162M
derived; firm RAUM over IAPD count
Employees
5
3 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
3
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$485M as of May 28, 2026
Dec 18, 2025$431M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 28, 2026
Dec 18, 20253 then
Employees (5.A)5 as of May 28, 2026
Dec 18, 20255 then
Private funds3 as of May 28, 2026
Dec 18, 20253 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of May 28, 2026; every figure names its basis
RAUM per advisor
$162MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$80.8MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.7derivedItem 5.A over advisors
Advisors per office
1.0derived3 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$475M98%
  • Other investment advisers$10.0M2.1%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
6reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
William Frederick WiseTampa, FlMar 21, 202213 y0
Kris Shawn SidialMelville, Ny May 26, 202210 y0
Salahuddin AbbasiOak Brook, Il Jan 1, 202610 y0
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      No Schedule A on the extract for this adviser.
      Related persons
      Schedule D 7.A
      No related person reported.
      Office movement
      IAPD branch city; joins and departures in 12 months
      OfficeAdvisorsJoinedLeftTeams outForming
      Tampa, Fl · principal310
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      ADV anomalies
      1 against comparable advisers; where to look, not conclusions
      • very high RAUM per advisorStatic outlier · filing May 28, 2026
        RAUM per registered advisor of $161,689,667 against a peer median of $50,432,065 (81 comparable advisers, 100.0th percentile, 3.3 robust deviations)
        peers: asset managers, $100M to $500M (81) · 100% percentile
      How anomalies are measured
      What changed
      consecutive filings, newest first
      • Other offices · 1 to 2
        Mar 18, 2026 to May 28, 2026
      • Accounts · 7 to 6
        Feb 12, 2026 to Mar 18, 2026
      • State-registered IARs · 3 to 0
        Feb 12, 2026 to Mar 18, 2026
      • Discretionary RAUM · $431M to $485M
        Feb 12, 2026 to Mar 18, 2026
      • Pooled vehicle RAUM · $421M to $475M
        Feb 12, 2026 to Mar 18, 2026
      • RAUM · $431M to $485M
        Feb 12, 2026 to Mar 18, 2026
      Signals
      No event on the tape.
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/the-ambrus-groupreportedpublic record, Form ADV, Sep 18, 2026
      Website
      ambrusgroup.comreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      917-270-6563reportedpublic record, Form ADV, May 28, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      $162Mderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026