AM ADVISORS

Adviser information for AM ADVISORS last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Mauritius

Employees

Total Number of Employees 0
Investment Advisory/Research 0
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services
Compensation

Identifiers

SEC RIA File Number 802-107933
SEC ERA File Number 802-107933
SEC CIK Numbers None
SEC CRD Numbers 284168
Legal Entity Identifier 213800RTF9DJSPK5QG50

Principal Office

4TH FLOOR, 19 BANK STREET
CYBERCITY, EBENE 72201
Mauritius
Monday - Friday, 9 A.M. - 5.30 P.M.
Tel: (230) 404 8800, Fax: (230) 404 8800

Chief Compliance Officer

None

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
BLUE LOTUS INVESTMENT FUND BLUE LOTUS INVESTMENTS FUND $43.9M $0.5M 25

Control Persons

Name Type Entity Title Since Ownership
Pagel, Otto Individual EXECUTIVE DIRECTOR 09/2018 < 5%
Mehta, Kishor Singh Individual SHAREHOLDER 06/2019 > 75%
MULLIN, ROBERT, SHANNON Individual DIRECTOR 06/2022 < 5%

No. Employees, Historic

0002020202120222023202420250 on 3/30/20200 on 3/18/20210 on 3/29/20220 on 3/30/20220 on 3/27/20230 on 3/28/2024