Ultra Capital Management LLC

Overview

Ultra Capital Management LLC is a newly formed, SEC-registered limited liability company that identifies its primary advisory activity as portfolio management for investment companies. The firm is owned by an individual and bills clients on a percentage-of-assets-under-management basis. FINTRX flags the adviser as not actively pursuing ESG integration, not operating as a multi-state adviser, and not acting as a capital allocator, pension consultant, or related adviser to another firm. The adviser’s registration year is 2026, which, together with the other attributes above, suggests the firm is in the early stage of building its business and regulatory infrastructure. The available data does not list a client segmentation beyond the stated focus on investment companies.

Assets & Accounts