UGLY UNICORN MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LEHI, Utah
CRD number
322000
Registered since
June 6, 2022

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • Daniel Young

    Co-FounderCRD 7563755

  • Bridger Pennington

    General PartnerCRD 7563753

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth