AdvisorCensus / Financial advisors / Texas / Dallas / AMS Opportunities
AMS Opportunities
Filed as AMS OPPORTUNITIES · Legal name AMS Children's Fund, LP
AMS Opportunities is a state-registered investment advisory firm in Dallas, TX, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 24, 2026.
Quick answers
From the filingHow is AMS Opportunities compensated?
On its Form ADV (Item 5.E, October 2026), AMS Opportunities reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is AMS Opportunities located?
AMS Opportunities' principal office is in Dallas, TX, according to its Form ADV.
Is AMS Opportunities registered with the SEC or a state?
AMS Opportunities is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 164111.
How much does AMS Opportunities manage?
AMS Opportunities reports $12,603,000 in regulatory assets under management in its Form ADV filing dated August 24, 2026 (100% discretionary).
How have AMS Opportunities' assets and staff changed since 2021?
In the Form ADV data for AMS Opportunities: Regulatory assets under management: $176,036,590 in the October 2021 data and $12,603,000 in the October 2026 data, down 93%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does AMS Opportunities serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).
Does AMS Opportunities report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/164111
What changed in AMS Opportunities' recent Form ADV filings?
In the September 2026 filing data: Moved from SEC registration to state registration. Regulatory assets under management went from $15,150,000 to $12,603,000 (-17%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$12,603,000 as of October 2026, filing dated August 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Legal name
- AMS Children's Fund, LP
- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $12,603,000 | 2 | August 24, 2026 |
| October 2025 | $17,835,438 | 2 | March 31, 2025 |
| October 2024 | $104,150,203 | 3 | March 26, 2024 |
| October 2023 | $109,416,219 | 3 | March 23, 2023 |
| October 2022 | $173,572,262 | 4 | April 29, 2022 |
| October 2021 | $176,036,590 | 2 | June 18, 2021 |
Regulatory assets under management: $176,036,590 in the October 2021 data and $12,603,000 in the October 2026 data, down 93%.
Total employees: 2 in October 2021 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- September 2026
- Moved from SEC registration to state registration.
- Regulatory assets under management went from $15,150,000 to $12,603,000 (-17%).
- February 2026
- Regulatory assets under management went from $17,835,438 to $15,150,000 (-15%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. AMS Opportunities (CRD 164111): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/ams-opportunities-dallas-tx-164111