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
Dallas, Texas
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 operates as a limited partnership that functions as a hedge fund manager and commodity pool/operator (CPO/CTA) focused on institutional capital. The firm charges a combination of asset-based fees and performance fees and reports acting primarily as portfolio manager for pooled investment vehicles. It does not characterize itself as an active ESG investor and is structured under domestic ownership with both entity and individual stakeholders. AMS also serves in sponsor and general partner roles for pooled vehicles it manages.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
123 Oak Lawn Ave
Time zone
CT (UTC-6)
Office locations

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