Universa Investments L.P. is a large advisory firm based in Miami. It manages $4.12 billion of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Florida and Michigan.
Universa Investments provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Universa Investments L.P. is $4.12 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 2701% since the beginning of its operation, and $1.49 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Universa Investments L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Universa Investments is pooled investment vehicles with 18 clients and $4.1 billion of assets under management. Among the 8 most similar advisory firms, Universa Investments has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $4.1 billion for 18 clients. 33% of the firm’s clients are foreign persons or businesses.
Universa Investments also advises several private funds. Namely, eighteen hedge funds. The minimum investment commitment required of non-related persons is $50,000,000 for each fund.
The company employs 15 people that are either part- or full-time employees. 27 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Universa Investments L.P. performs its advisory services is located at 2601 S. Bayshore Drive, Miami, FL 33133, which is also the mailing address of the firm. An additional office of the firm is in Bloomfield Hills, MI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 786-483-3140 or by fax 786-483-3141. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at universa.net.