Pratik Shah
Advisor at Amijag Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Amijag Advisors LLC
Location
Sugar Land, TX 77478
Credentials
CFA®, Series 65
Industry experience
11 years
About
Pratik Shah is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Amijag Investment Managers LLC since 2012 and is also involved as a business research analyst and director at related entities Amijag Inc. and Amijag USA Inc. Amijag Investment Managers LLC provides discretionary and non-discretionary investment supervisory services primarily to institutional and business clients, including hedge funds, corporations, retirement plans, foundations, and endowments. The firm also offers financial planning, bookkeeping, and tax advisory services to individuals and families, managing a private hedge fund and employing active portfolio management with model strategies and alternative investment allocations.
Expertise
Based on Amijag Advisors LLC
Private / alternative investments
Active portfolio management
Options & derivatives strategies
Fee options
$0 - $1,000,000: 2.00% annually $1,000,000 - $2,000,000: 1.75% annually $2,000,000+: 1.50% annually
$190 per hour for financial planning and specific advice services.
Up to 20% of net profits after management fee, payable only if net profits exceed the previous 5 quarters (high water mark). Applies to qualified clients.
Account minimum: $100,000 Minimum fee: Most accounts pay a minimum fee of $5,000, although accounts may be accepted for less than the suggested minimum. Fee-only: Fee-only investment advisory services.
Location
830 Julie Rivers Dr Ste 203
Sugar Land, TX 77478
Most active in
Pratik S has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Amijag Investment Managers LLC
2012 - Present (14 years)
Amijag Inc.
2005 - Present (21 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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