UAS Asset Management

RIASEC RegisteredEst. 1988

Total AUM

$493M

Discretionary

$484M

98% of AUM

Avg account

$1.4M

Accounts

363

Employees

Advisory reps

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 investment firm organized as a corporation and registered with the SEC since 1988. The firm operates with a hedge-fund orientation and serves both high-net-worth individuals/families and institutional clients. Its advisory work spans discretionary portfolio management for individuals and small businesses, pooled investment vehicles, and institutions; the firm also acts as a sponsor/GP/managing member of pooled vehicles it advises. Compensation combines a percentage-of-AUM base with performance-based fees. UAS does not identify as an active ESG investor, and it is not structured as a multi-state or newly formed adviser.