UGLY UNICORN MANAGEMENT LLC
Firm details
- Headquarters
- LEHI, Utah
- CRD number
- 322000
- Registered since
- June 6, 2022
Firm profile
FINTRXOverview
Ugly Unicorn Management LLC is a small, fund-focused investment adviser that registered with the SEC in 2022 and operates as a domestic limited liability company. The firm’s public filing and activity profile point to a manager that operates pooled vehicles rather than servicing a roster of separate retail or institutional advisory clients. It is classified as an “Other Investment Adviser,” is not a capital allocator, and does not describe itself as an active ESG investor or a pension consultant. The adviser’s structure and reporting suggest its primary business is running private pooled funds rather than providing standalone financial planning or separately managed accounts.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Daniel Young
Co-FounderCRD 7563755
Bridger Pennington
General PartnerCRD 7563753
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LEHI, UT
UTAH
Location
LEHI, UT
Headquartered in LEHI, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- UTAH
- Address
- 3400 N 1200 W
- Time zone
- MT (UTC-7)
- Office locations
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