AMS Opportunities

RIASEC RegisteredEst. 2012
Total AUM
$12.6M
Discretionary
$12.6M
100% of AUM
Avg account
$6.3M
Accounts
2
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
164111
Registered since
June 29, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

AMS Opportunities is a limited partnership that operates as a hedge fund and is registered with the SEC (registration year 2012). The firm provides portfolio management for pooled investment vehicles and functions in sponsor/GP and managing-member roles for those pools. Its client base is institutional, and its compensation includes a percentage-of-assets fee and performance-based fees. AMS Opportunities is also identified as a CPO/CTA. The firm is not marked as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Sara Malak

    Sara Malak

    Chief Compliance OfficerCRD 4093444

Contacts

1 of 1
  • Vishal Bhutani

    Vishal Bhutani

    FounderCRD 4517456

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth