9AT: AMPLIFY ENDOWMENT MANAGEMENT, LLC

AMPLIFY ENDOWMENT MANAGEMENT, LLC

AMPLIFY ENDOWMENT MANAGEMENT, LLC

Adviser Profile

As of Date	03/30/2026
Registration	SEC, Approved, 09/29/2023
Other registrations (4)	California, Terminated, 12/28/2023 California, Termination Requested, 11/28/2023 District of Columbia, Terminated, 11/22/2021 California, Approved, 01/01/2017
Contact Info	415 xxxxxxx
Websites

AUM^*	57,642,466 -24%
of that, discretionary	51,542,529 -22%
Number of Employees	1
of those in investment advisory functions	1
Private Fund GAV^*	0
Avg Account Size	14,410,617 -5%
SMA’s	No
Private Funds	0

Adviser Type

- Mid-sized advisory firm

Client Types

- Charitable organizations

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

79M 68M 56M 45M 34M 23M 11M

2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

About Amplify Amplify Endowment Management, LLC (herein referred to as “Amplify”) provides investment advisory services for institutional investors (herein referred to as “Clients”), including endowments and foundations, investing through liquid index funds and exchange traded funds (herein referred to as “Funds”). Amplify’s principal owner is Craig Cramer. Craig Cramer is the CEO and founder of Amplify Endowment Management and has more than 20 years of investment experience including almost 10 years as the Senior Portfolio Manager at a leading hedge fund. Mr. Cramer has also served on the investment committees of foundations and has extensive experience in the social sector, both as a Senior Program Executive at the Bill and Melinda Gates Foundation and as the founder of a social enterprise, “Empower - The Emerging Markets Foundation”. As of December 2023, Amplify Endowment Management’s total assets under management are $75.6 million, all of which are managed on behalf of four (4) clients. Services The specific bundled services Amplify provides to its clients include 1) Fund analysis and selection, 2) periodic portfolio construction, 3) regular portfolio rebalancing, and 4) Fund and portfolio performance oversight. Together, these bundled services are referred to as Amplify’s portfolio management

services. Amplify does not provide these or any other services to a wrap fee program. Amplify may provide such services separately, however Amplify’s core business is providing such services as a bundle. These bundles services do not constitute a wrap fee program because transaction costs are charged to the Client separately by the Client’s chosen broker-dealer. Amplify provides portfolio management services tailored to the endowment and foundation world. Amplify creates analytics-rooted forecasts and carefully selects portfolios based on a conservative risk-return analysis. Clients are permitted to impose investment restrictions. If such restrictions are imposed, Amplify’s service will be tailored to meet the client’s specific restrictions; otherwise, Amplify may provide the same advice and recommend the same investment portfolio to all clients who do not impose investment restrictions. Though Amplify may provide the same advice and recommendations to multiple Clients, Clients’ assets will not be pooled. Each Client will hold their assets in a separate account with a broker-dealer of their choosing. Clients provide Amplify with discretionary authority over Client assets. This allows Amplify to buy and sell securities on behalf of the Client through the Client’s brokerage account.