Urban Fund Management, LLC
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 167491
- Registered since
- October 1, 2013
- Website
- www.urbanoilandgas.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Urban Fund Management, LLC is an institutional registered investment adviser that focuses on managing pooled investment vehicles for institutional clients. The firm is organized as an LLC and has been SEC-registered since 2013. Ownership is listed as individual, and the firm commonly serves institutional investors rather than retail households. It acts in sponsor and general partner capacities for pooled vehicles and provides portfolio management for those funds. Fee arrangements include asset-based fees, performance fees, and other fee structures. The firm does not identify as an active ESG investor and is not described as a multi-state adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Jeffrey Wheatley
Chief Compliance OfficerCRD 7895220

Matthew Kirby
President, Chief Operating OfficerCRD 6231864
Contacts
1 of 1
Bonnie Shea
Owner, PartnerCRD 4737162
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plano, TX
Collin
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Collin
- Address
- 1000 14th St
- Time zone
- CT (UTC-6)
- Office locations
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