Adviser Profile
| As of Date | 03/28/2019 |
| Registration status | Registration Changed to URSULA MANAGEMENT, LLC |
| ADV Location | WOODBURY, NY, United States |
| AUM* | 109,099,428 |
| of that, discretionary | 109,099,428 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 18,183,238 |
| % High Net Worth | 60.00% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
109M
94M
78M
62M
47M
31M
16M
2015
2016
2017
2018
2019