UAS ASSET MANAGEMENT

RIASEC RegisteredEst. 1988

Total AUM

$493M

Discretionary

$484M

98% of AUM

Avg account

$1.4M

Accounts

363

Employees

6

Advisory reps

4

Firm details

Headquarters: New York, New York
CRD number: 21274
Registered since: April 22, 1988
Website: uasam.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI53.33%
Pooled Investment Vehicles18.73%
Individuals9.34%
Corporations / Businesses7.33%
Charitable Organizations6.17%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

UAS Asset Management is a privately owned corporation registered with the SEC since 1988 that operates as a hedge fund manager and discretionary adviser. The firm serves both individual/family and institutional clients and provides portfolio management across individual/small business accounts, pooled investment vehicles, and institutional/business mandates. Its fee model includes a percentage-of-AUM component and performance-based fees. UAS does not market itself as an ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities97%
Cash & Cash Equivalents2%
US Government Bonds1%
Investment Grade Corp Bonds1%

Owners & executives

1 of 1

BAHMAN MOSSAVARRAHMANI
Founder, President and Chief Investment OfficerCRD 1203393

Contacts

3 of 3

Henry Beck
Business DevelopmentCRD 8056797
Darius Mossavar-Rahmani
Research AnalystCRD 6669086
CYRUS MOSSAVAR-RAHMANI
ManagerCRD 1799290

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: NEW YORK
Address: 655 3rd Ave
Time zone: ET (UTC-5)
Office locations

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