This Advisor Dropped $25.58 Million on a Company That Collects Fees from Boutique Asset Managers

3 weeks ago 19

Sara Appino, The Motley Fool

Fri, February 27, 2026 astatine 9:32 AM CST 4 min read

Aerodigm Wealth, LLC initiated a caller presumption successful Affiliated Managers Group (NYSE:AMG), acquiring 88,749 shares with an estimated transaction worth of $25.58 cardinal based connected quarterly mean pricing, according to a February 5, 2026, SEC filing.

According to an SEC filing dated February 5, 2026, Aerodigm Wealth, LLC established a caller involvement successful Affiliated Managers Group, acquiring 88,749 shares. The estimated worth of this acquisition is $25.58 million, calculated utilizing the mean terms during the filing quarter. At quarter-end, the presumption was valued astatine $25.58 million, capturing some the acquisition and immoderate terms drift implicit the period.

This is simply a caller position, present accounting for 9% of Aerodigm Wealth's 13F assets nether management
Top holdings aft the filing:
- NYSEMKT: ITOT: $31.27 cardinal (11.0% of AUM)
- NYSEMKT: AMG: $25.58 cardinal (9% of AUM)
- NYSEMKT: IDEV: $21.38 cardinal (7.5% of AUM)
- NYSEMKT: DFAC: $15.81 cardinal (5.6% of AUM)
- NYSEMKT: VEA: $14.69 cardinal (5.2% of AUM)
As of February 5, 2026, Affiliated Managers Group shares were priced astatine $301.55, up 65.3% implicit the past year, outperforming the S&P 500 by 53.18 percent points
Forward price-to-earnings ratio stands astatine 8.48; endeavor worth to EBITDA is 8.75 arsenic of the astir caller quarter
Trailing twelve-month gross was $2.3 cardinal with nett income of $716.7 million

Metric

Value

Revenue (TTM)	$2.3 billion
Net Income (TTM)	$716.7 million
Dividend Yield	0.01%
Price (as of marketplace adjacent 2/5/26)	$301.55

Provides concern absorption services done affiliates, offering communal funds, organization portfolios, and advisory solutions crossed equity, alternative, quantitative, and fixed income strategies.
Generates gross chiefly from absorption and advisory fees based connected assets nether management, leveraging a partnership-driven exemplary with autarkic concern firms.
Serves organization clients, communal money investors, precocious nett worthy individuals, foundations, endowments, and firm and municipal status plans.

Affiliated Managers Group is simply a planetary plus absorption institution that partners with starring autarkic concern firms to present a divers array of concern strategies. The institution leverages a multi-boutique model, enabling affiliates to support concern autonomy portion benefiting from AMG's standard and organisation capabilities. This attack supports differentiated concern offerings and positions AMG to service a wide scope of organization and idiosyncratic clients worldwide.

Aerodigm Wealth's determination to marque Affiliated Managers Group its second-largest holding reveals a stake connected the concern of investing itself. The firm's portfolio shows a wide penchant for wide diversification—its apical spot goes to ITOT, a full US banal marketplace ETF, followed present by AMG, with planetary funds IDEV and VEA rounding retired the apical five. This premix suggests Aerodigm wants market-wide vulnerability done scale funds, positive a concentrated play connected plus absorption done AMG.

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