# Amicorp Wealth Services

Amicorp Wealth Services is a Bank / Wealth / Trust based in Miami, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Miami, United States
- **Region:** North America
- **Address:** Miami, FL, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** https://www.amicorp.com
- **LinkedIn:** https://www.linkedin.com/company/amicorp

## Regulatory record

- **CRD number:** 319247
- **SEC file number:** 801-125013
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-24T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/319247

## About

Amicorp Wealth Services is an SEC-registered investment adviser in Miami, FL, registered since 2022. The firm manages $189 million in assets, with $18 million on a discretionary basis. It has 3 employees and 2 investment advisers.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds

## Questions

### How does Amicorp Wealth Services source proprietary deal flow?

The firm's unusual sourcing model originates from its parent company's primary business: fund administration. Amicorp Group administers thousands of fund and SPV structures across jurisdictions, which provides direct visibility into real-estate developers, private-credit originators, and alternative fund managers. Deals that require structuring support — a Latin American developer forming a Cayman vehicle, for instance — often convert into investment opportunities presented to the wealth desk's discretionary clients.

### What investment stages does Amicorp Wealth Services typically target?

The firm does not target venture capital stages. Its private-credit activity concentrates on senior secured lending to middle-market borrowers, often originating through the group's fund-administration relationships. Real-estate exposure is primarily direct equity and mezzanine debt in income-producing US commercial and residential assets. Hedge-fund allocations are almost exclusively to established, institutional managers — seed and early-stage hedge-fund commitments are not a stated focus.

### Which sectors does Amicorp Wealth Services explicitly avoid?

Public disclosures from the Amicorp Group indicate standard restricted-industry screening across the platform, including prohibitions on transactions linked to sanctioned jurisdictions, arms manufacturing for non-NATO-aligned states, and activities that breach the group's OECD-aligned compliance framework. The wealth arm does not actively invest in cryptocurrency-native strategies or early-stage biotech, although these exclusions are observed through pattern rather than publicly-stated policy.

### Does Amicorp Wealth Services participate in fund commitments or only direct deals?

The firm employs a hybrid model that includes both direct co-investments and external fund commitments. Direct deals — particularly in private credit and real estate — are frequently sourced through Amicorp Group's fund-administration network. For hedge-fund and private-equity exposure where direct origination is impractical, the firm allocates to external managers, often selecting GPs that already use the group for fund administration and thus have a transparent operational history.

### What is the significance of Amicorp's South Dakota trust charter?

Amicorp Group operates a regulated trust company in South Dakota, one of the US jurisdictions with the strongest dynasty-trust and asset-protection legislation. For Amicorp Wealth Services's international client base, the charter allows onshore US situs for trust assets without state income tax, perpetual trust duration, and strong charging-order protections. Combined with the group's Cayman and Singapore trust licenses, this creates a multi-jurisdictional booking toolkit that few US-registered wealth managers can replicate.

## Related profiles

- [Amica Pension Plan](https://altss.com/profile/amica-pension-plan)
- [Amorepacific](https://altss.com/profile/amorepacific)

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Last updated: 2026-06-03T20:00:00.000Z

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