Amijag Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$20,608
Clients
0
Advisors
2
of 2 employees
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
Expertise
Occupation focus
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
830 Julie Rivers Dr Ste 203
Sugar Land TX 77478
Advisors at this office
2
Most active in
Texas
Also doing business as
Amijag Advisors LLC · Amijag Inc · Amijag Investment Advisors LLC · Amijag Investment Managers LLC · Amijag Usa Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
Advisors at this firm
Pratik S
CFA®, Series 65
Sugar Land, TX
Amijag Advisors LLC
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.
Haya Naaz U
Series 65
Sugar Land, TX
Amijag Advisors LLC
Haya Naaz Ukani is a financial advisor at Amijag Advisors LLC, holding a Series 65 designation with no prior industry experience. She has worked at Pendulum Watches Inc. since 2020 and was affiliated with the University of Houston from 2015 to 2023. Amijag Advisors LLC provides discretionary investment supervisory services primarily to institutional and corporate clients, including hedge funds, retirement plans, foundations, and endowments. The firm also offers financial planning, bookkeeping, and tax-preparation services, managing personalized, model-based portfolios with active allocation management and periodic rebalancing.
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