UMB ASSET MANAGEMENT, LLC

other names
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Adviser Profile
As of Date 03/31/2025
Adviser Type - Related adviser
Number of Employees 7 -41.67%
of those in investment advisory functions 1 -80.00%
Registration SEC, Approved, 12/05/2019
AUM* 54,802,127 -74.63%
of that, discretionary 0 -100.00%
Private Fund GAV* 54,802,127 6.80%
Avg Account Size 13,700,532 179.05%
% High Net Worth < 0.01% -100.00%
SMA’s No
Private Funds 4
Contact Info 800 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

214M 183M 153M 122M 92M 61M 31M
2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count4 GAV$54,802,127

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Brochure Summary