UNITED GLOBAL FUNDS GP, LLC

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

Firm details

Headquarters
Beverly Hills, California
CRD number
299336

Firm profile

FINTRX

Overview

United Global Funds Gp, LLC is a small, privately held investment firm organized as a limited liability company that primarily operates through a single private fund vehicle. The firm does not report a retail advisory client base and is classified outside the standard RIA public filings as an “Other Investment Adviser.” It is not identified as an active ESG investor, is not a multi‑state adviser and does not describe itself as a capital allocator. The ownership structure is concentrated among a handful of principals, which points to a closely held manager focused on private fund management rather than broad advisory services to retail or institutional advisory clients. Investment activity centers on its hedge fund vehicle rather than separate advisory accounts. That suggests the firm’s allocation and manager preferences are aligned with strategies typically executed inside private funds — flexibility on leverage, derivatives and hedging, and the ability to pursue less liquid or opportunistic positions. Public advisory products and multi-client model portfolios do not appear to be a material part of the business.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • DORAN ADHAMI

    CEO & PrincipalCRD 3212374

Wealth teams

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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

Beverly Hills, CA

LOS ANGELES

Location

Beverly Hills, CA

Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
9701 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth