Vishal Bhutani is a CFA-designated registered investment advisor at Ams Children's Fund, LP, based in Dallas, TX. Vishal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AMS Opportunities manages investments for pooled investment funds and receives a management fee of 1.50% of the fund's net asset value annually. This fee is paid monthly in advance and is not negotiable. An affiliate of AMS also receives an annual incentive allocation of 18% of new realized and unrealized income and gains, subject to a high watermark.
Location
Dallas, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ams Children's Fund, LP
State Registrations1 state
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