Uhlmann Investment Management, L.L.C.

Overview

Uhlmann Investment Management, L.L.C. is a privately held limited liability company registered with the SEC in 2018 that serves individual and family clients. The firm operates as a fee-based adviser that charges a percentage of assets under management and functions as a capital allocator—both managing portfolios directly and selecting outside managers on clients’ behalf. Registered activities and industry affiliations include broker-dealer and insurance-broker roles, and its advisory work emphasizes portfolio management for individuals and small businesses along with manager selection. The firm does not identify as an active ESG investor. Ownership is recorded as a domestic entity and individual. Several regulatory flags indicate it is not a newly formed adviser, not a pension consultant, and not a related adviser.

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Public Holdings

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Location & Offices