C. Michael Amin, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$880,829
Clients
5
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
Very LowAverage account size
$176,166
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
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
Active portfolio management
Options & derivatives strategies
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 location
C. Michael Amin, LLC
53 State Street, Suite 500
Boston MA 02109, United States
Number of offices
2
Most active in
C. Michael Amin, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
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 active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
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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.
Forms ADV
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