UMATIYA INVESTMENT GROUP LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
340680

Firm profile

FINTRX

Overview

Umatiya Investment Group LLC is a small, privately held investment manager that operates primarily as the sponsor and general partner of pooled investment vehicles. The firm is organized as a limited liability company with an individual owner and is classified as unclassified in the available registry notes. Public data on its retail advisory business, client relationships and fee schedules is minimal; the firm’s visible activity centers on sponsoring and managing at least one pooled vehicle rather than running a traditional multi-client RIA platform. The firm is not flagged as an active ESG investor and is not registered as a multi-state adviser in the available summary. Its stated business activities include acting as sponsor, general partner and managing member of pooled investment vehicles, which implies governance and operational control over fund-level decisions and GP economics rather than broad-based wealth advisory services to a large client base.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Samit Umatiya

    Managing PartnerCRD 7779674

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

AUSTIN, TX

WILLIAMSON

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
WILLIAMSON
Address
13701 Wiregrass Way
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth