A
Amijag Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$20,608
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Amijag Advisors LLC provides discretionary investment supervisory services primarily to institutional and corporate clients, including hedge funds, retirement plans, foundations, and endowments, and also offers financial planning along with bookkeeping and tax-preparation services. The firm discloses that its current assets under management are from proprietary and friends-and-family funds, totaling $20,608.
The firm implements personalized, model-based portfolios and actively manages allocations with periodic rebalancing; for certain clients it may use margin, covered options, or alternative and illiquid investments for longer time horizons. Amijag operates on both discretionary and non-discretionary bases and conducts frequent account reviews through its custodian platform to monitor allocations and performance.
Notable distinctions include its emphasis on serving corporate/business and institutional clients while also operating an accounting and tax-preparation practice, and acting as manager to a privately held pooled investment vehicle. The firm discloses potential conflicts from affiliated activities and the principal’s material involvement in other business interests, and maintains a written Code of Ethics and procedures for trade execution through Interactive Brokers.
Client services
Portfolio management
Expertise
Private / alternative investments
Active portfolio management
Options & derivatives strategies
Occupation focus
Founder/Business Owner
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.
Main office location
Amijag Advisors LLC
830 Julie Rivers Dr Ste 203
Sugar Land TX 77478, United States
Number of offices
1
Most active in
Amijag Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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:
-
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.
Forms ADV
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