UNCOMMON EQUITY LLC

RIASEC RegisteredEst. 2024
Total AUM
$199M
Discretionary
$199M
100% of AUM
Avg account
$18.1M
Accounts
11
Employees
8
Advisory reps
4

Firm details

Headquarters
CHICAGO, Illinois
CRD number
314936
Registered since
July 26, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Uncommon Equity LLC is an SEC-registered investment manager formed as a limited liability company that positions itself as a private equity fund manager for institutional clients. The firm is structured to serve as sponsor, general partner and managing member of pooled investment vehicles, and its stated advisory activity is portfolio management for pooled investment vehicles. It charges a combination of asset-based fees and performance-linked fees and reports SEC registration in 2024. The firm does not identify as an active ESG investor and is not characterized as a capital allocator.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • DANIEL KIPP

    Co-Founder and CEOCRD 1379802

Contacts

3 of 3
  • Allen Tibshrany

    Managing DirectorCRD 7393996

  • Mark Holroyd

    Managing DirectorCRD 7393993

  • LAURA ARNOTT

    CRD 4980881

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
1 N Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth